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Moneta Group Investment Advisors’s Evercore EVR Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-850
Closed -$74K – 462
2018
Q1 		$74K Buy
+850
New +$80.1K 0.01% 284

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Moneta Group Investment Advisors's EVR Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Evercore (EVR) in Q2 2018, closing a stake of 850 shares — an estimated $74K sold.

Moneta Group Investment Advisors first reported a position in EVR in Q1 2018 and held it in 1 quarter. The position peaked at $74K in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 850 Evercore shares in Q2 2018, an estimated $74K.
  • Moneta Group Investment Advisors first reported a position in Evercore in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Evercore position peaked at $74K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.