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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

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Palisade Capital Management's EVR Position: Q4 2016 in Review

Palisade Capital Management sold out of Evercore (EVR) in Q4 2016, closing a stake of 48,019 shares — an estimated $2.47M sold.

Palisade Capital Management first reported a position in EVR in Q2 2013 and held it in 14 quarters. The position peaked at $16.8M in Q3 2015. 269 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • Palisade Capital Management reported no remaining Evercore position as of Q4 2016 after selling out during the quarter.
  • Palisade Capital Management sold 48,019 Evercore shares in Q4 2016, an estimated $2.47M.
  • Palisade Capital Management first reported a position in Evercore in Q2 2013 and held it in 14 quarters.
  • Palisade Capital Management's Evercore position peaked at $16.8M in Q3 2015.
  • 269 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on Palisade Capital Management's 13F filing for Q4 2016, filed 31 Jan 2017.