OFI Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$541K Hold
2015
Q2
$581K Buy
2015
Q1
$519K Buy
2014
Q4
$420K Buy
2014
Q3
$338K Buy
2014
Q2
$375K Buy
2014
Q1
$314K Buy
2013
Q4
$325K Buy
2013
Q3
$256K Sell
2013
Q2
$356K Buy