MFW
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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Mosaic Family Wealth's EVR Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Evercore (EVR) in Q3 2017, closing a stake of 52 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EVR in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Evercore position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 52 Evercore shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Evercore in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Evercore position peaked at $4K in Q2 2017.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.