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Nationwide Fund Advisors’s Evercore EVR Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-36,918
Closed -$2.96M – 677
2017
Q3 		$2.96M Sell
36,918
-27,914
-43% -$2.1M 0.01% 1277
2017
Q2 		$4.57M Sell
64,832
-52,792
-45% -$3.84M 0.02% 1059
2017
Q1 		$9.16M Sell
117,624
-14,453
-11% -$1.12M 0.04% 690
2016
Q4 		$9.07M Sell
132,077
-9,274
-7% -$570K 0.04% 678
2016
Q3 		$7.28M Sell
141,351
-3,100
-2% -$156K 0.03% 785
2016
Q2 		$6.38M Buy
144,451
+6,063
+4% +$302K 0.03% 827
2016
Q1 		$7.17M Sell
138,388
-355
-0.3% -$17K 0.03% 747
2015
Q4 		$7.5M Buy
138,743
+12,561
+10% +$678K 0.03% 714
2015
Q3 		$6.34M Buy
126,182
+79,412
+170% +$4.35M 0.03% 789
2015
Q2 		$2.52M Buy
46,770
+7,822
+20% +$399K 0.01% 1312
2015
Q1 		$2.01M Sell
38,948
-16,800
-30% -$854K 0.01% 1472
2014
Q4 		$2.92M Sell
55,748
-11,387
-17% -$570K 0.01% 1216
2014
Q3 		$3.15M Sell
67,135
-9,626
-13% -$499K 0.01% 1193
2014
Q2 		$4.42M Buy
76,761
+3,889
+5% +$213K 0.02% 1046
2014
Q1 		$4.03M Buy
72,872
+21,531
+42% +$1.23M 0.02% 983
2013
Q4 		$3.07M Buy
51,341
+1,119
+2% +$59.6K 0.01% 1228
2013
Q3 		$2.47M Buy
50,222
+2,484
+5% +$114K 0.01% 1296
2013
Q2 		$1.88M Buy
+47,738
New +$1.85M 0.01% 1330

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nationwide Fund Advisors's EVR Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Evercore (EVR) in Q4 2017, closing a stake of 36,918 shares — an estimated $2.96M sold.

Nationwide Fund Advisors first reported a position in EVR in Q2 2013 and held it in 18 quarters. The position peaked at $9.16M in Q1 2017. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Evercore position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 36,918 Evercore shares in Q4 2017, an estimated $2.96M.
  • Nationwide Fund Advisors first reported a position in Evercore in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Evercore position peaked at $9.16M in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.