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LMCG Investments’s Evercore EVR Stock Holding History

LMCG Investments’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
2015
Q3 		$10.3M Buy
205,973
+45,934
+29% +$2.52M 0.22% 176
2015
Q2 		$8.64M Buy
160,039
+13,839
+9% +$706K 0.19% 220
2015
Q1 		$7.55M Buy
+146,200
New +$7.43M 0.16% 253

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LMCG Investments's EVR Position: Q3 2015 in Review

LMCG Investments increased its Evercore (EVR) stake by 29% in Q3 2015, buying an estimated $2.52M and bringing the position to 205,973 shares worth $10.3M. The position accounts for 0.22% of the portfolio, ranked #176.

LMCG Investments first reported a position in EVR in Q1 2015 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold EVR as of Q3 2015.

  • LMCG Investments held 205,973 shares of Evercore worth $10.3M as of Q3 2015.
  • LMCG Investments bought 45,934 Evercore shares in Q3 2015, an estimated $2.52M.
  • Evercore made up 0.22% of LMCG Investments's portfolio in Q3 2015, its #176 holding.
  • LMCG Investments first reported a position in Evercore in Q1 2015 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Evercore as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.