Nine Chapters Capital Management’s Evercore EVR Stock Holding History

Nine Chapters 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
2015 Q3	–	Sell	-7,400	Closed	-$399K	–	1049
2015 Q2	$399K	Sell	7,400 -54,600	-88%	-$2.79M	0.03%	644
2015 Q1	$3.2M	Buy	62,000 +16,000	+35%	+$813K	0.27%	81
2014 Q4	$2.41M	Sell	46,000 -24,200	-34%	-$1.21M	0.21%	129
2014 Q3	$3.3M	Buy	+70,200	New	+$3.64M	0.29%	74
2014 Q2	–	Sell	-4,000	Closed	-$221K	–	981
2014 Q1	$221K	Buy	+4,000	New	+$229K	0.03%	692
2013 Q4	–	Sell	-6,600	Closed	-$325K	–	830
2013 Q3	$325K	Buy	+6,600	New	+$304K	0.04%	529

Other funds holding EVR

AIM

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nine Chapters Capital Management's EVR Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of Evercore (EVR) in Q3 2015, closing a stake of 7,400 shares — an estimated $399K sold.

Nine Chapters Capital Management first reported a position in EVR in Q3 2013 and held it in 6 quarters. The position peaked at $3.3M in Q3 2014. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2015.

Nine Chapters Capital Management reported no remaining Evercore position as of Q3 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 7,400 Evercore shares in Q3 2015, an estimated $399K.
Nine Chapters Capital Management first reported a position in Evercore in Q3 2013 and held it in 6 quarters.
Nine Chapters Capital Management's Evercore position peaked at $3.3M in Q3 2014.
205 funds tracked by Wall St. Rank held Evercore as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.