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Raiff Partners’s Evercore EVR Stock Holding History

Raiff Partners’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
2016
Q3 		– Sell
-5,000
Closed -$221K – 41
2016
Q2 		$221K Buy
+5,000
New +$249K 0.64% 21
2015
Q1 		– Sell
-135,000
Closed -$7.07M – 45
2014
Q4 		$7.07M Buy
135,000
+65,000
+93% +$3.25M 5.77% 3
2014
Q3 		$3.29M Buy
+70,000
New +$3.63M 3.35% 9

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raiff Partners's EVR Position: Q3 2016 in Review

Raiff Partners sold out of Evercore (EVR) in Q3 2016, closing a stake of 5,000 shares — an estimated $221K sold.

Raiff Partners first reported a position in EVR in Q3 2014 and held it in 3 quarters. The position peaked at $7.07M in Q4 2014. 225 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

  • Raiff Partners reported no remaining Evercore position as of Q3 2016 after selling out during the quarter.
  • Raiff Partners sold 5,000 Evercore shares in Q3 2016, an estimated $221K.
  • Raiff Partners first reported a position in Evercore in Q3 2014 and held it in 3 quarters.
  • Raiff Partners's Evercore position peaked at $7.07M in Q4 2014.
  • 225 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on Raiff Partners's 13F filing for Q3 2016, filed 14 Nov 2016.