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Miles Capital’s Evercore EVR Stock Holding History

Miles Capital’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
2018
Q3 		– Sell
-3,133
Closed -$330K – 189
2018
Q2 		$330K Hold
3,133
– – 0.2% 98
2018
Q1 		$273K Buy
3,133
+130
+4% +$12.2K 0.15% 135
2017
Q4 		$270K Sell
3,003
-32
-1% -$2.67K 0.16% 113
2017
Q3 		$244K Sell
3,035
-52
-2% -$3.91K 0.14% 129
2017
Q2 		$218K Buy
+3,087
New +$224K 0.12% 174

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Miles Capital's EVR Position: Q3 2018 in Review

Miles Capital sold out of Evercore (EVR) in Q3 2018, closing a stake of 3,133 shares — an estimated $330K sold.

Miles Capital first reported a position in EVR in Q2 2017 and held it in 5 quarters. The position peaked at $330K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

  • Miles Capital reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
  • Miles Capital sold 3,133 Evercore shares in Q3 2018, an estimated $330K.
  • Miles Capital first reported a position in Evercore in Q2 2017 and held it in 5 quarters.
  • Miles Capital's Evercore position peaked at $330K in Q2 2018.
  • 363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.