Lombardia Capital Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$565K | 1.01% | 40 |
|
2016
Q3 | $7.81M | Sell |
151,594
-14,071
| -8% | -$725K | 0.53% | 79 |
|
2016
Q2 | $7.32M | Buy |
165,665
+17,587
| +12% | +$777K | 0.48% | 85 |
|
2016
Q1 | $7.66M | Sell |
148,078
-7,311
| -5% | -$378K | 0.4% | 84 |
|
2015
Q4 | $8.4M | Sell |
155,389
-4,046
| -3% | -$219K | 0.42% | 89 |
|
2015
Q3 | $8.01M | Buy |
159,435
+30,366
| +24% | +$1.53M | 0.38% | 98 |
|
2015
Q2 | $6.97M | Buy |
+129,069
| New | +$6.97M | 0.24% | 121 |
|