MFW
EVR icon

Mosaic Family Wealth’s Evercore EVR Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-52
Closed -$4K – 930
2017
Q2 		$4K Hold
52
– – ﹤0.01% 606
2017
Q1 		$4K Hold
52
– – ﹤0.01% 611
2016
Q4 		$4K Hold
52
– – ﹤0.01% 587
2016
Q3 		$3K Hold
52
– – ﹤0.01% 636
2016
Q2 		$3K Hold
52
– – ﹤0.01% 662
2016
Q1 		$2K Hold
52
– – ﹤0.01% 702
2015
Q4 		$2K Buy
+52
New +$2.81K ﹤0.01% 685

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return