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Patriot Financial Group Insurance Agency’s Evercore EVR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-100
Closed -$10K – 1020
2018
Q3 		$10K Buy
+100
New +$10.8K 0.01% 623
2017
Q4 		– Sell
-100
Closed -$8K – 945
2017
Q3 		$8K Hold
100
– – 0.01% 590
2017
Q2 		$7K Hold
100
– – 0.01% 603
2017
Q1 		$7K Hold
100
– – 0.01% 556
2016
Q4 		$7K Buy
+100
New +$6.15K 0.01% 519

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JIM
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N
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Patriot Financial Group Insurance Agency's EVR Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Evercore (EVR) in Q4 2018, closing a stake of 100 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in EVR in Q4 2016 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Evercore shares in Q4 2018, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Evercore in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Evercore position peaked at $10K in Q3 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.