Piermont Capital Management’s Evercore EVR Stock Holding History

Piermont Capital Management’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	-5,020	Closed	-$438K	–	246
2018 Q1	$438K	Buy	+5,020	New	+$473K	0.15%	178
2017 Q3	–	Sell	-18,350	Closed	-$1.29M	–	252
2017 Q2	$1.29M	Sell	18,350 -1,680	-8%	-$122K	0.37%	113
2017 Q1	$1.56M	Buy	+20,030	New	+$1.56M	0.37%	111
2015 Q3	–	Sell	-11,050	Closed	-$596K	–	233
2015 Q2	$596K	Hold	11,050	–	–	0.18%	132
2015 Q1	$571K	Buy	11,050 +3,730	+51%	+$190K	0.17%	144
2014 Q4	$383K	Buy	+7,320	New	+$366K	0.14%	133

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Piermont Capital Management's EVR Position: Q2 2018 in Review

Piermont Capital Management sold out of Evercore (EVR) in Q2 2018, closing a stake of 5,020 shares — an estimated $438K sold.

Piermont Capital Management first reported a position in EVR in Q4 2014 and held it in 6 quarters. The position peaked at $1.56M in Q1 2017. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Piermont Capital Management reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Piermont Capital Management sold 5,020 Evercore shares in Q2 2018, an estimated $438K.
Piermont Capital Management first reported a position in Evercore in Q4 2014 and held it in 6 quarters.
Piermont Capital Management's Evercore position peaked at $1.56M in Q1 2017.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Piermont Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.