MSI Financial Services’s Evercore EVR Stock Holding History

MSI Financial Services’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
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	3649
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	3676
2016 Q2	$1K	Sell	20 -254	-93%	-$12.6K	﹤0.01%	3694
2016 Q1	$14K	Buy	274 +65	+31%	+$3.11K	﹤0.01%	2532
2015 Q4	$11K	Buy	209 +190	+1,000%	+$10.3K	﹤0.01%	2653
2015 Q3	$1K	Hold	19	–	–	﹤0.01%	2938
2015 Q2	$1K	Hold	19	–	–	﹤0.01%	2891
2015 Q1	$1K	Hold	19	–	–	﹤0.01%	2850
2014 Q4	$1K	Sell	19 -3	-14%	-$150	﹤0.01%	2488
2014 Q3	$1K	Hold	22	–	–	﹤0.01%	2499
2014 Q2	$1K	Hold	22	–	–	﹤0.01%	2441
2014 Q1	$1K	Buy	22 +1	+5%	+$57	﹤0.01%	2371
2013 Q4	$1K	Buy	+21	New	+$1.12K	﹤0.01%	2362
2013 Q3	–	Sell	-21	Closed	-$1K	–	2178
2013 Q2	$1K	Buy	+21	New	+$814	﹤0.01%	2227

Other funds holding EVR

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

MSI Financial Services's EVR Position: Q4 2016 in Review

MSI Financial Services held its Evercore (EVR) position steady in Q4 2016 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3649.

MSI Financial Services first reported a position in EVR in Q2 2013 and has held it in 14 quarters since. The position peaked at $14K in Q1 2016. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

MSI Financial Services held 20 shares of Evercore worth $1K as of Q4 2016.
MSI Financial Services left its Evercore share count unchanged in Q4 2016.
Evercore made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3649 holding.
MSI Financial Services first reported a position in Evercore in Q2 2013 and has held it in 14 quarters since.
MSI Financial Services's Evercore position peaked at $14K in Q1 2016.
268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.