Lucus Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-7,798	Closed	-$402K	–	81
2016 Q3	$402K	Sell	7,798 -334	-4%	-$17.2K	0.35%	30
2016 Q2	$359K	Sell	8,132 -1,852	-19%	-$81.8K	0.29%	17
2016 Q1	$517K	Buy	+9,984	New	+$517K	0.31%	188