OFI Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $541K | Hold |
10,776
| – | – | 0.03% | 640 |
|
|
2015
Q2 | $581K | Buy |
10,776
+732
| +7% | +$39.5K | 0.03% | 649 |
|
|
2015
Q1 | $519K | Buy |
10,044
+2,016
| +25% | +$104K | 0.03% | 705 |
|
|
2014
Q4 | $420K | Buy |
8,028
+827
| +11% | +$43.3K | 0.03% | 788 |
|
|
2014
Q3 | $338K | Buy |
7,201
+695
| +11% | +$32.6K | 0.02% | 867 |
|
|
2014
Q2 | $375K | Buy |
6,506
+815
| +14% | +$47K | 0.03% | 811 |
|
|
2014
Q1 | $314K | Buy |
5,691
+258
| +5% | +$14.2K | 0.02% | 868 |
|
|
2013
Q4 | $325K | Buy |
5,433
+232
| +4% | +$13.9K | 0.03% | 798 |
|
|
2013
Q3 | $256K | Sell |
5,201
-3,870
| -43% | -$190K | 0.02% | 829 |
|
|
2013
Q2 | $356K | Buy |
+9,071
| New | +$356K | 0.04% | 547 |
|