Princeton Alpha Management’s Evercore EVR Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-9,158	Closed	-$629K	–	609
2016 Q4	$629K	Buy	+9,158	New	+$563K	0.13%	251
2016 Q2	–	Sell	-6,807	Closed	-$352K	–	824
2016 Q1	$352K	Buy	+6,807	New	+$325K	0.06%	452
2015 Q3	–	Sell	-6,023	Closed	-$325K	–	776
2015 Q2	$325K	Sell	6,023 -698	-10%	-$35.6K	0.06%	425
2015 Q1	$347K	Sell	6,721 -1,276	-16%	-$64.8K	0.07%	374
2014 Q4	$419K	Buy	7,997 +618	+8%	+$30.9K	0.12%	280
2014 Q3	$347K	Buy	+7,379	New	+$382K	0.08%	367
2014 Q2	–	Sell	-5,214	Closed	-$288K	–	729
2014 Q1	$288K	Buy	+5,214	New	+$298K	0.09%	367

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Princeton Alpha Management's EVR Position: Q1 2017 in Review

Princeton Alpha Management sold out of Evercore (EVR) in Q1 2017, closing a stake of 9,158 shares — an estimated $629K sold.

Princeton Alpha Management first reported a position in EVR in Q1 2014 and held it in 7 quarters. The position peaked at $629K in Q4 2016. 283 funds tracked by Wall St. Rank hold EVR as of Q1 2017.

Princeton Alpha Management reported no remaining Evercore position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 9,158 Evercore shares in Q1 2017, an estimated $629K.
Princeton Alpha Management first reported a position in Evercore in Q1 2014 and held it in 7 quarters.
Princeton Alpha Management's Evercore position peaked at $629K in Q4 2016.
283 funds tracked by Wall St. Rank held Evercore as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.