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Kavar Capital Partners Group’s Evercore EVR Stock Holding History

Kavar Capital Partners Group’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-27
Closed -$1K – 181
2015
Q4 		$1K Sell
27
-3
-10% -$162 ﹤0.01% 391
2015
Q3 		$1K Hold
30
– – ﹤0.01% 398
2015
Q2 		$1K Buy
+30
New +$1.53K ﹤0.01% 429
2014
Q2 		– Sell
-34
Closed -$1K – 224
2014
Q1 		$1K Hold
34
– – ﹤0.01% 433
2013
Q4 		$2K Buy
+34
New +$1.81K ﹤0.01% 373

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kavar Capital Partners Group's EVR Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Evercore (EVR) in Q1 2016, closing a stake of 27 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in EVR in Q4 2013 and held it in 5 quarters. The position peaked at $2K in Q4 2013. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 27 Evercore shares in Q1 2016, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Evercore in Q4 2013 and held it in 5 quarters.
  • Kavar Capital Partners Group's Evercore position peaked at $2K in Q4 2013.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.