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National Penn Investors Trust’s Evercore EVR Stock Holding History

National Penn Investors Trust’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
Q1 		$2.7M Buy
52,159
+1,850
+4% +$88.4K 0.31% 81
2015
Q4 		$2.72M Buy
+50,309
New +$2.72M 0.31% 81

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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

National Penn Investors Trust's EVR Position: Q1 2016 in Review

National Penn Investors Trust increased its Evercore (EVR) stake by 3.7% in Q1 2016, buying an estimated $88.4K and bringing the position to 52,159 shares worth $2.7M. The position accounts for 0.31% of the portfolio, ranked #81.

National Penn Investors Trust first reported a position in EVR in Q4 2015 and has held it in 2 quarters since. The position peaked at $2.72M in Q4 2015. 228 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • National Penn Investors Trust held 52,159 shares of Evercore worth $2.7M as of Q1 2016.
  • National Penn Investors Trust bought 1,850 Evercore shares in Q1 2016, an estimated $88.4K.
  • Evercore made up 0.31% of National Penn Investors Trust's portfolio in Q1 2016, its #81 holding.
  • National Penn Investors Trust first reported a position in Evercore in Q4 2015 and has held it in 2 quarters since.
  • National Penn Investors Trust's Evercore position peaked at $2.72M in Q4 2015.
  • 228 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.