Personal Wealth Partners’s Evercore EVR Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-2	Closed	–	–	234
2019 Q4	$0	Hold	2	–	–	﹤0.01%	560
2019 Q3	$0	Buy	+2	New	+$166	﹤0.01%	568

Other funds holding EVR

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Personal Wealth Partners's EVR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Evercore (EVR) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in EVR in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

Personal Wealth Partners reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 2 Evercore shares in Q1 2020.
Personal Wealth Partners first reported a position in Evercore in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Evercore position peaked at $0 in Q4 2019.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.