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Kingfisher Capital’s Evercore EVR Stock Holding History

Kingfisher Capital’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
Q2 		– Sell
-26,946
Closed -$1.39M – 122
2016
Q1 		$1.39M Buy
26,946
+611
+2% +$29.2K 0.87% 52
2015
Q4 		$1.42M Buy
26,335
+1,933
+8% +$104K 0.84% 50
2015
Q3 		$1.23M Buy
+24,402
New +$1.34M 0.78% 58

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kingfisher Capital's EVR Position: Q2 2016 in Review

Kingfisher Capital sold out of Evercore (EVR) in Q2 2016, closing a stake of 26,946 shares — an estimated $1.39M sold.

Kingfisher Capital first reported a position in EVR in Q3 2015 and held it in 3 quarters. The position peaked at $1.42M in Q4 2015. 221 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Kingfisher Capital reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Kingfisher Capital sold 26,946 Evercore shares in Q2 2016, an estimated $1.39M.
  • Kingfisher Capital first reported a position in Evercore in Q3 2015 and held it in 3 quarters.
  • Kingfisher Capital's Evercore position peaked at $1.42M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Kingfisher Capital's 13F filing for Q2 2016, filed 15 Aug 2016.