PEAK6 Group’s Evercore EVR Stock Holding History

PEAK6 Group’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 Q2	–	Sell	-2,485	Closed	-$256K	–	4480
2018 Q1	$217K	Buy	+2,485	New	+$234K	﹤0.01%	3291
2017 Q2	–	Sell	-9,626	Closed	-$700K	–	4660
2017 Q1	$750K	Buy	+9,626	New	+$747K	0.01%	1925
2016 Q4	–	Sell	-259	Closed	-$15.9K	–	4808
2016 Q3	$13K	Sell	259 -1,195	-82%	-$60.1K	﹤0.01%	4150
2016 Q2	$64K	Buy	+1,454	New	+$72.4K	﹤0.01%	3769
2016 Q1	–	Sell	-2,687	Closed	-$128K	–	4570
2015 Q4	$145K	Buy	+2,687	New	+$145K	﹤0.01%	3697
2015 Q2	–	Sell	-4,911	Closed	-$251K	–	5121
2015 Q1	$254K	Buy	+4,911	New	+$250K	﹤0.01%	3212
2014 Q4	–	Sell	-702	Closed	-$33K	–	4779
2014 Q3	$33K	Buy	+702	New	+$36.4K	﹤0.01%	4271
2014 Q2	–	Sell	-2,099	Closed	-$115K	–	4739
2014 Q1	$116K	Buy	+2,099	New	+$120K	﹤0.01%	3823
2013 Q3	–	Sell	-20,095	Closed	-$925K	–	5189
2013 Q2	$789	Buy	+20,095	New	+$779K	﹤0.01%	2347

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

PEAK6 Group's EVR Position: Q2 2018 in Review

PEAK6 Group sold out of Evercore (EVR) in Q2 2018, closing a stake of 2,485 shares — an estimated $256K sold.

PEAK6 Group first reported a position in EVR in Q2 2013 and held it in 9 quarters. The position peaked at $750K in Q1 2017. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

PEAK6 Group reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
PEAK6 Group sold 2,485 Evercore shares in Q2 2018, an estimated $256K.
PEAK6 Group first reported a position in Evercore in Q2 2013 and held it in 9 quarters.
PEAK6 Group's Evercore position peaked at $750K in Q1 2017.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.