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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

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State Street
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Renaissance Technologies
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CCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return