Managed Account Advisors’s Evercore EVR Stock Holding History

Managed Account 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
2015 Q2	$4.42M	Buy	81,929 +29,077	+55%	+$1.48M	﹤0.01%	1480
2015 Q1	$2.73M	Buy	52,852 +5,874	+13%	+$299K	﹤0.01%	1708
2014 Q4	$2.46M	Sell	46,978 -28,940	-38%	-$1.45M	﹤0.01%	1734
2014 Q3	$3.57M	Sell	75,918 -242,185	-76%	-$12.5M	﹤0.01%	1532
2014 Q2	$18.3M	Buy	318,103 +58,583	+23%	+$3.21M	0.02%	714
2014 Q1	$14.3M	Buy	259,520 +80,400	+45%	+$4.6M	0.02%	795
2013 Q4	$10.7M	Buy	179,120 +12,165	+7%	+$647K	0.01%	932
2013 Q3	$8.22M	Buy	166,955 +9,020	+6%	+$415K	0.01%	1006
2013 Q2	$6.2M	Buy	+157,935	New	+$6.12M	0.01%	1113

Other funds holding EVR

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return