OI
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Oakbrook Investments’s Evercore EVR Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-4,450
Closed -$333K – 229
2019
Q4 		$333K Sell
4,450
-150
-3% -$11.4K 0.07% 435
2019
Q3 		$368K Hold
4,600
– – 0.02% 446
2019
Q2 		$407K Sell
4,600
-250
-5% -$22.3K 0.02% 435
2019
Q1 		$441K Sell
4,850
-100
-2% -$8.78K 0.03% 423
2018
Q4 		$354K Sell
4,950
-700
-12% -$57.5K 0.02% 433
2018
Q3 		$568K Buy
5,650
+1,300
+30% +$140K 0.03% 419
2018
Q2 		$459K Buy
+4,350
New +$449K 0.03% 372

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State Street
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TCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return