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Parisi Gray Wealth Management’s Evercore EVR Stock Holding History

Parisi Gray Wealth 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
2018
Q1 		– Sell
-18
Closed -$2K – 621
2017
Q4 		$2K Buy
+18
New +$1.5K ﹤0.01% 605

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State Street
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Parisi Gray Wealth Management's EVR Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Evercore (EVR) in Q1 2018, closing a stake of 18 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in EVR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 18 Evercore shares in Q1 2018, an estimated $2K.
  • Parisi Gray Wealth Management first reported a position in Evercore in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Evercore position peaked at $2K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.