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Lenox Wealth Management’s Evercore EVR Stock Holding History

Lenox Wealth Management’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
-776
Closed -$42K – 246
2015
Q4 		$42K Buy
+776
New +$41.9K 0.03% 116

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Lenox Wealth Management's EVR Position: Q1 2016 in Review

Lenox Wealth Management sold out of Evercore (EVR) in Q1 2016, closing a stake of 776 shares — an estimated $42K sold.

Lenox Wealth Management first reported a position in EVR in Q4 2015 and held it in 1 quarter. The position peaked at $42K in Q4 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Lenox Wealth Management reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 776 Evercore shares in Q1 2016, an estimated $42K.
  • Lenox Wealth Management first reported a position in Evercore in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Management's Evercore position peaked at $42K in Q4 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Lenox Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.