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Lucus Advisors’s Evercore EVR Stock Holding History

Lucus 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
2016
Q4 		– Sell
-7,798
Closed -$402K – 81
2016
Q3 		$402K Sell
7,798
-334
-4% -$16.8K 0.35% 30
2016
Q2 		$359K Sell
8,132
-1,852
-19% -$92.2K 0.29% 17
2016
Q1 		$517K Buy
+9,984
New +$477K 0.31% 188

Other funds holding EVR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's EVR Position: Q4 2016 in Review

Lucus Advisors sold out of Evercore (EVR) in Q4 2016, closing a stake of 7,798 shares — an estimated $402K sold.

Lucus Advisors first reported a position in EVR in Q1 2016 and held it in 3 quarters. The position peaked at $517K in Q1 2016. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • Lucus Advisors reported no remaining Evercore position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,798 Evercore shares in Q4 2016, an estimated $402K.
  • Lucus Advisors first reported a position in Evercore in Q1 2016 and held it in 3 quarters.
  • Lucus Advisors's Evercore position peaked at $517K in Q1 2016.
  • 268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.