QIM
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Quest Investment Management’s Evercore EVR Stock Holding History

Quest Investment 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
2014
Q4 		– Sell
-6,485
Closed -$305K – 146
2014
Q3 		$305K Buy
6,485
+1,750
+37% +$90.7K 0.03% 173
2014
Q2 		$273K Buy
+4,735
New +$260K 0.03% 188

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 18.13% 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 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Quest Investment Management's EVR Position: Q4 2014 in Review

Quest Investment Management sold out of Evercore (EVR) in Q4 2014, closing a stake of 6,485 shares — an estimated $305K sold.

Quest Investment Management first reported a position in EVR in Q2 2014 and held it in 2 quarters. The position peaked at $305K in Q3 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Quest Investment Management reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Quest Investment Management sold 6,485 Evercore shares in Q4 2014, an estimated $305K.
  • Quest Investment Management first reported a position in Evercore in Q2 2014 and held it in 2 quarters.
  • Quest Investment Management's Evercore position peaked at $305K in Q3 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Quest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.