Nationwide Fund Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-36,918
| Closed | -$2.96M | – | 677 |
|
|
2017
Q3 | $2.96M | Sell |
36,918
-27,914
| -43% | -$2.24M | 0.01% | 1277 |
|
|
2017
Q2 | $4.57M | Sell |
64,832
-52,792
| -45% | -$3.72M | 0.02% | 1059 |
|
|
2017
Q1 | $9.16M | Sell |
117,624
-14,453
| -11% | -$1.13M | 0.04% | 690 |
|
|
2016
Q4 | $9.07M | Sell |
132,077
-9,274
| -7% | -$637K | 0.04% | 678 |
|
|
2016
Q3 | $7.28M | Sell |
141,351
-3,100
| -2% | -$160K | 0.03% | 785 |
|
|
2016
Q2 | $6.38M | Buy |
144,451
+6,063
| +4% | +$268K | 0.03% | 827 |
|
|
2016
Q1 | $7.17M | Sell |
138,388
-355
| -0.3% | -$18.4K | 0.03% | 747 |
|
|
2015
Q4 | $7.5M | Buy |
138,743
+12,561
| +10% | +$679K | 0.03% | 714 |
|
|
2015
Q3 | $6.34M | Buy |
126,182
+79,412
| +170% | +$3.99M | 0.03% | 789 |
|
|
2015
Q2 | $2.52M | Buy |
46,770
+7,822
| +20% | +$422K | 0.01% | 1312 |
|
|
2015
Q1 | $2.01M | Sell |
38,948
-16,800
| -30% | -$868K | 0.01% | 1472 |
|
|
2014
Q4 | $2.92M | Sell |
55,748
-11,387
| -17% | -$596K | 0.01% | 1216 |
|
|
2014
Q3 | $3.16M | Sell |
67,135
-9,626
| -13% | -$452K | 0.01% | 1193 |
|
|
2014
Q2 | $4.43M | Buy |
76,761
+3,889
| +5% | +$224K | 0.02% | 1046 |
|
|
2014
Q1 | $4.03M | Buy |
72,872
+21,531
| +42% | +$1.19M | 0.02% | 983 |
|
|
2013
Q4 | $3.07M | Buy |
51,341
+1,119
| +2% | +$66.9K | 0.01% | 1228 |
|
|
2013
Q3 | $2.47M | Buy |
50,222
+2,484
| +5% | +$122K | 0.01% | 1296 |
|
|
2013
Q2 | $1.88M | Buy |
+47,738
| New | +$1.88M | 0.01% | 1330 |
|