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Loring Wolcott & Coolidge Fiduciary Advisors’s Evercore EVR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-4
Closed – – 779
2017
Q3 		$0 Buy
+4
New +$301 ﹤0.01% 819

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State Street
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Renaissance Technologies
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CCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VFA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EVR Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Evercore (EVR) in Q4 2017, closing a stake of 4 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVR in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Evercore position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4 Evercore shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Evercore in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Evercore position peaked at $0 in Q3 2017.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.