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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 		$232K Sell
2,200
-7,300
-77% -$753K ﹤0.01% 3240
2018
Q1 		$828K Buy
+9,500
New +$895K ﹤0.01% 2126
2017
Q3 		– Sell
-17,800
Closed -$1.25M – 4552
2017
Q2 		$1.25M Sell
17,800
-11,300
-39% -$822K 0.01% 1735
2017
Q1 		$2.27M Buy
29,100
+21,700
+293% +$1.68M 0.02% 1051
2016
Q4 		$508K Buy
7,400
+3,200
+76% +$197K ﹤0.01% 2499
2016
Q3 		$216K Sell
4,200
-9,500
-69% -$478K ﹤0.01% 3074
2016
Q2 		$605K Buy
13,700
+8,400
+158% +$418K ﹤0.01% 2207
2016
Q1 		$274K Sell
5,300
-4,800
-48% -$229K ﹤0.01% 2843
2015
Q4 		$546K Hold
10,100
– – ﹤0.01% 2495
2015
Q3 		$507K Sell
10,100
-9,500
-48% -$520K ﹤0.01% 2872
2015
Q2 		$1.06M Buy
+19,600
New +$1,000K 0.01% 2029
2014
Q4 		– Sell
-2,500
Closed -$118K – 4780
2014
Q3 		$118K Sell
2,500
-9,900
-80% -$513K ﹤0.01% 3694
2014
Q2 		$715K Sell
12,400
-1,000
-7% -$54.9K 0.01% 1972
2014
Q1 		$740K Buy
13,400
+8,800
+191% +$503K 0.01% 2144
2013
Q4 		$275K Sell
4,600
-34,400
-88% -$1.83M ﹤0.01% 3226
2013
Q3 		$961K Buy
+39,000
New +$1.79M 0.01% 2214

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.