Lombardia Capital Partners’s Evercore EVR Stock Holding History

Lombardia Capital Partners’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
2017 Q1	$475K	Sell	6,093 -137,273	-96%	-$10.7M	0.43%	93
2016 Q4	$9.85M	Sell	143,366 -8,228	-5%	-$506K	1.01%	40
2016 Q3	$7.81M	Sell	151,594 -14,071	-8%	-$708K	0.53%	79
2016 Q2	$7.32M	Buy	165,665 +17,587	+12%	+$876K	0.48%	85
2016 Q1	$7.66M	Sell	148,078 -7,311	-5%	-$349K	0.4%	84
2015 Q4	$8.4M	Sell	155,389 -4,046	-3%	-$218K	0.42%	89
2015 Q3	$8.01M	Buy	159,435 +30,366	+24%	+$1.66M	0.38%	98
2015 Q2	$6.96M	Buy	+129,069	New	+$6.59M	0.24%	121

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lombardia Capital Partners's EVR Position: Q1 2017 in Review

Lombardia Capital Partners reduced its Evercore (EVR) stake by 96% in Q1 2017, selling an estimated $10.7M and leaving 6,093 shares worth $475K. The position accounts for 0.43% of the portfolio, ranked #93.

Lombardia Capital Partners first reported a position in EVR in Q2 2015 and has held it in 8 quarters since. The position peaked at $9.85M in Q4 2016. 283 funds tracked by Wall St. Rank hold EVR as of Q1 2017.

Lombardia Capital Partners held 6,093 shares of Evercore worth $475K as of Q1 2017.
Lombardia Capital Partners sold 137,273 Evercore shares in Q1 2017, an estimated $10.7M.
Evercore made up 0.43% of Lombardia Capital Partners's portfolio in Q1 2017, its #93 holding.
Lombardia Capital Partners first reported a position in Evercore in Q2 2015 and has held it in 8 quarters since.
Lombardia Capital Partners's Evercore position peaked at $9.85M in Q4 2016.
283 funds tracked by Wall St. Rank held Evercore as of Q1 2017.

Based on Lombardia Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.