Palisade Capital Management’s Evercore EVR Stock Holding History

Palisade 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
2016 Q4	–	Sell	-48,019	Closed	-$2.47M	–	486
2016 Q3	$2.47M	Sell	48,019 -7,112	-13%	-$358K	0.09%	295
2016 Q2	$2.44M	Sell	55,131 -222,979	-80%	-$11.1M	0.09%	304
2016 Q1	$14.4M	Sell	278,110 -23,701	-8%	-$1.13M	0.47%	57
2015 Q4	$16.3M	Sell	301,811 -33,430	-10%	-$1.81M	0.53%	41
2015 Q3	$16.8M	Buy	335,241 +96,785	+41%	+$5.3M	0.5%	42
2015 Q2	$12.9M	Buy	238,456 +53,243	+29%	+$2.72M	0.33%	104
2015 Q1	$9.57M	Sell	185,213 -5,494	-3%	-$279K	0.24%	152
2014 Q4	$9.99M	Sell	190,707 -3,914	-2%	-$196K	0.24%	153
2014 Q3	$9.15M	Buy	194,621 +5,063	+3%	+$262K	0.23%	175
2014 Q2	$10.9M	Sell	189,558 -9,722	-5%	-$533K	0.26%	152
2014 Q1	$11M	Buy	199,280 +23,008	+13%	+$1.32M	0.27%	147
2013 Q4	$10.5M	Buy	176,272 +3,789	+2%	+$202K	0.27%	142
2013 Q3	$8.49M	Sell	172,483 -54,420	-24%	-$2.5M	0.23%	170
2013 Q2	$8.91M	Buy	+226,903	New	+$8.79M	0.26%	161

Other funds holding EVR

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return