Managed Account Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$4.42M Buy
81,929
+29,077
+55% +$1.57M ﹤0.01% 1480
2015
Q1
$2.73M Buy
52,852
+5,874
+13% +$303K ﹤0.01% 1708
2014
Q4
$2.46M Sell
46,978
-28,940
-38% -$1.52M ﹤0.01% 1734
2014
Q3
$3.57M Sell
75,918
-242,185
-76% -$11.4M ﹤0.01% 1532
2014
Q2
$18.3M Buy
318,103
+58,583
+23% +$3.38M 0.02% 714
2014
Q1
$14.3M Buy
259,520
+80,400
+45% +$4.44M 0.02% 795
2013
Q4
$10.7M Buy
179,120
+12,165
+7% +$727K 0.01% 932
2013
Q3
$8.22M Buy
166,955
+9,020
+6% +$444K 0.01% 1006
2013
Q2
$6.2M Buy
+157,935
New +$6.2M 0.01% 1113