Luther King Capital Management (LKCM)
EVR icon

Luther King Capital Management (LKCM)’s Evercore EVR Stock Holding History

Luther King Capital Management (LKCM)’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
2014
Q3 		– Sell
-639,530
Closed -$36.9M – 568
2014
Q2 		$36.9M Sell
639,530
-1,905
-0.3% -$105K 0.29% 98
2014
Q1 		$35.4M Buy
641,435
+167,890
+35% +$9.6M 0.29% 104
2013
Q4 		$28.3M Buy
473,545
+226,470
+92% +$12.1M 0.23% 136
2013
Q3 		$12.2M Buy
+247,075
New +$11.4M 0.1% 217

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EVR Position: Q3 2014 in Review

Luther King Capital Management (LKCM) sold out of Evercore (EVR) in Q3 2014, closing a stake of 639,530 shares — an estimated $36.9M sold.

Luther King Capital Management (LKCM) first reported a position in EVR in Q3 2013 and held it in 4 quarters. The position peaked at $36.9M in Q2 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • Luther King Capital Management (LKCM) reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 639,530 Evercore shares in Q3 2014, an estimated $36.9M.
  • Luther King Capital Management (LKCM) first reported a position in Evercore in Q3 2013 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Evercore position peaked at $36.9M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2014, filed 12 Nov 2014.