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Partnervest Advisory Services’s Evercore EVR Stock Holding History

Partnervest Advisory Services’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
2013
Q3 		– Sell
-331
Closed -$13K – 1023
2013
Q2 		$13K Buy
+331
New +$12.8K 0.01% 535

Other funds holding EVR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Partnervest Advisory Services's EVR Position: Q3 2013 in Review

Partnervest Advisory Services sold out of Evercore (EVR) in Q3 2013, closing a stake of 331 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in EVR in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 178 funds tracked by Wall St. Rank hold EVR as of Q3 2013.

  • Partnervest Advisory Services reported no remaining Evercore position as of Q3 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 331 Evercore shares in Q3 2013, an estimated $13K.
  • Partnervest Advisory Services first reported a position in Evercore in Q2 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Evercore position peaked at $13K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Evercore as of Q3 2013.

Based on Partnervest Advisory Services's 13F filing for Q3 2013, filed 5 Nov 2013.