Marino Stram & Associates’s Evercore EVR Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-60	Closed	-$5K	–	233
2019 Q1	$5K	Buy	60 +7	+13%	+$615	﹤0.01%	365
2018 Q4	$4K	Buy	+53	New	+$4.35K	﹤0.01%	357

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marino Stram & Associates's EVR Position: Q2 2019 in Review

Marino Stram & Associates sold out of Evercore (EVR) in Q2 2019, closing a stake of 60 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in EVR in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

Marino Stram & Associates reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 60 Evercore shares in Q2 2019, an estimated $5K.
Marino Stram & Associates first reported a position in Evercore in Q4 2018 and held it in 2 quarters.
Marino Stram & Associates's Evercore position peaked at $5K in Q1 2019.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.