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