LWA
EVR icon

Lenox Wealth Advisors’s Evercore EVR Stock Holding History

Lenox Wealth Advisors’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
2014
Q1 		– Sell
-34
Closed -$2K – 238
2013
Q4 		$2K Sell
34
-25
-42% -$1.33K ﹤0.01% 300
2013
Q3 		$3K Buy
+59
New +$2.71K ﹤0.01% 199

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Lenox Wealth Advisors's EVR Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Evercore (EVR) in Q1 2014, closing a stake of 34 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in EVR in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 209 funds tracked by Wall St. Rank hold EVR as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Evercore position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 34 Evercore shares in Q1 2014, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Evercore in Q3 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Evercore position peaked at $3K in Q3 2013.
  • 209 funds tracked by Wall St. Rank held Evercore as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.