Munder Capital Management’s Evercore EVR Stock Holding History

Munder Capital Management’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
2014 Q3	$288K	Sell	6,125 -3,695	-38%	-$191K	﹤0.01%	541
2014 Q2	$566K	Sell	9,820 -250	-2%	-$13.7K	﹤0.01%	498
2014 Q1	$556K	Sell	10,070 -220	-2%	-$12.6K	﹤0.01%	510
2013 Q4	$615K	Sell	10,290 -2,650	-20%	-$141K	﹤0.01%	486
2013 Q3	$637K	Sell	12,940 -750	-5%	-$34.5K	0.01%	478
2013 Q2	$538K	Buy	+13,690	New	+$530K	﹤0.01%	478

Other funds holding EVR

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

BFA

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

VFA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Munder Capital Management's EVR Position: Q3 2014 in Review

Munder Capital Management reduced its Evercore (EVR) stake by 38% in Q3 2014, selling an estimated $191K and leaving 6,125 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Munder Capital Management first reported a position in EVR in Q2 2013 and has held it in 6 quarters since. The position peaked at $637K in Q3 2013. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

Munder Capital Management held 6,125 shares of Evercore worth $288K as of Q3 2014.
Munder Capital Management sold 3,695 Evercore shares in Q3 2014, an estimated $191K.
Evercore made up ﹤0.01% of Munder Capital Management's portfolio in Q3 2014, its #541 holding.
Munder Capital Management first reported a position in Evercore in Q2 2013 and has held it in 6 quarters since.
Munder Capital Management's Evercore position peaked at $637K in Q3 2013.
213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on Munder Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.