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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 		$3.79M Sell
35,900
-9,700
-21% -$1M 0.02% 934
2018
Q1 		$3.98M Buy
45,600
+26,800
+143% +$2.52M 0.02% 942
2017
Q4 		$1.69M Buy
+18,800
New +$1.57M 0.01% 1532
2017
Q3 		– Sell
-45,400
Closed -$3.2M – 4551
2017
Q2 		$3.2M Buy
45,400
+36,500
+410% +$2.65M 0.02% 993
2017
Q1 		$693K Sell
8,900
-4,100
-32% -$318K 0.01% 1990
2016
Q4 		$893K Buy
13,000
+11,300
+665% +$695K 0.01% 1977
2016
Q3 		$88K Sell
1,700
-4,500
-73% -$226K ﹤0.01% 3640
2016
Q2 		$274K Sell
6,200
-1,100
-15% -$54.8K ﹤0.01% 2903
2016
Q1 		$378K Sell
7,300
-4,600
-39% -$220K ﹤0.01% 2542
2015
Q4 		$643K Buy
11,900
+7,400
+164% +$400K ﹤0.01% 2329
2015
Q3 		$226K Sell
4,500
-94,000
-95% -$5.15M ﹤0.01% 3627
2015
Q2 		$5.32M Buy
+98,500
New +$5.03M 0.03% 791
2014
Q4 		– Sell
-14,700
Closed -$691K – 4778
2014
Q3 		$691K Sell
14,700
-41,200
-74% -$2.13M 0.01% 2163
2014
Q2 		$3.22M Buy
55,900
+31,700
+131% +$1.74M 0.03% 774
2014
Q1 		$1.34M Sell
24,200
-32,100
-57% -$1.84M 0.01% 1606
2013
Q4 		$3.37M Buy
56,300
+20,700
+58% +$1.1M 0.02% 1021
2013
Q3 		$877K Buy
+35,600
New +$1.64M 0.01% 2307

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
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.