Opus Capital Group’s Evercore EVR Stock Holding History

Opus Capital Group’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
2017 Q2	–	Sell	-3,638	Closed	-$284K	–	234
2017 Q1	$284K	Buy	+3,638	New	+$282K	0.04%	224

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opus Capital Group's EVR Position: Q2 2017 in Review

Opus Capital Group sold out of Evercore (EVR) in Q2 2017, closing a stake of 3,638 shares — an estimated $284K sold.

Opus Capital Group first reported a position in EVR in Q1 2017 and held it in 1 quarter. The position peaked at $284K in Q1 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

Opus Capital Group reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
Opus Capital Group sold 3,638 Evercore shares in Q2 2017, an estimated $284K.
Opus Capital Group first reported a position in Evercore in Q1 2017 and held it in 1 quarter.
Opus Capital Group's Evercore position peaked at $284K in Q1 2017.
296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Opus Capital Group's 13F filing for Q2 2017, filed 4 Aug 2017.