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R&F Capital Advisors’s Evercore EVR Stock Holding History

R&F Capital Advisors’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 		$488K Sell
6,266
-684
-10% -$53.1K 0.13% 259
2016
Q4 		$477K Buy
+6,950
New +$427K 0.17% 188

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

R&F Capital Advisors's EVR Position: Q1 2017 in Review

R&F Capital Advisors reduced its Evercore (EVR) stake by 9.8% in Q1 2017, selling an estimated $53.1K and leaving 6,266 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #259.

R&F Capital Advisors first reported a position in EVR in Q4 2016 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold EVR as of Q1 2017.

  • R&F Capital Advisors held 6,266 shares of Evercore worth $488K as of Q1 2017.
  • R&F Capital Advisors sold 684 Evercore shares in Q1 2017, an estimated $53.1K.
  • Evercore made up 0.13% of R&F Capital Advisors's portfolio in Q1 2017, its #259 holding.
  • R&F Capital Advisors first reported a position in Evercore in Q4 2016 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Evercore as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.