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Placemark Investments’s Evercore EVR Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-5,785
Closed -$273K – 1638
2014
Q3 		$273K Buy
5,785
+114
+2% +$5.91K 0.01% 1440
2014
Q2 		$327K Buy
5,671
+542
+11% +$29.7K 0.01% 1352
2014
Q1 		$283K Buy
5,129
+121
+2% +$6.92K 0.01% 1368
2013
Q4 		$298K Sell
5,008
-320
-6% -$17K ﹤0.01% 1359
2013
Q3 		$262K Buy
+5,328
New +$245K 0.01% 1374

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's EVR Position: Q4 2014 in Review

Placemark Investments sold out of Evercore (EVR) in Q4 2014, closing a stake of 5,785 shares — an estimated $273K sold.

Placemark Investments first reported a position in EVR in Q3 2013 and held it in 5 quarters. The position peaked at $327K in Q2 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Placemark Investments reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 5,785 Evercore shares in Q4 2014, an estimated $273K.
  • Placemark Investments first reported a position in Evercore in Q3 2013 and held it in 5 quarters.
  • Placemark Investments's Evercore position peaked at $327K in Q2 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.