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Koch Industries’s Evercore EVR Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-14,659
Closed -$1.28M – 210
2018
Q1 		$1.28M Buy
14,659
+8,542
+140% +$805K 0.13% 64
2017
Q4 		$551K Buy
+6,117
New +$510K 0.08% 213
2017
Q3 		– Sell
-2,915
Closed -$206K – 497
2017
Q2 		$206K Buy
+2,915
New +$212K 0.06% 419

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Koch Industries's EVR Position: Q2 2018 in Review

Koch Industries sold out of Evercore (EVR) in Q2 2018, closing a stake of 14,659 shares — an estimated $1.28M sold.

Koch Industries first reported a position in EVR in Q2 2017 and held it in 3 quarters. The position peaked at $1.28M in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

  • Koch Industries reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 14,659 Evercore shares in Q2 2018, an estimated $1.28M.
  • Koch Industries first reported a position in Evercore in Q2 2017 and held it in 3 quarters.
  • Koch Industries's Evercore position peaked at $1.28M in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.