RQS
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Ramsey Quantitative Systems’s Evercore EVR Stock Holding History

Ramsey Quantitative Systems’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
2019
Q1 		– Sell
-2,952
Closed -$211K – 73
2018
Q4 		$211K Buy
2,952
+51
+2% +$4.19K 0.25% 170
2018
Q3 		$292K Sell
2,901
-417
-13% -$44.9K 0.29% 147
2018
Q2 		$350K Buy
3,318
+291
+10% +$30K 0.35% 73
2018
Q1 		$264K Hold
3,027
– – 0.28% 122
2017
Q4 		$272K Sell
3,027
-1,315
-30% -$110K 0.28% 115
2017
Q3 		$348K Buy
4,342
+124
+3% +$9.32K 0.38% 70
2017
Q2 		$297K Sell
4,218
-7,095
-63% -$516K 0.33% 144
2017
Q1 		$509K Buy
11,313
+3,934
+53% +$305K 0.58% 43
2016
Q4 		$507K Sell
7,379
-5,172
-41% -$318K 0.69% 46
2016
Q3 		$647K Buy
12,551
+1,960
+19% +$98.6K 0.71% 100
2016
Q2 		$468K Buy
+10,591
New +$527K 0.51% 133

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ramsey Quantitative Systems's EVR Position: Q1 2019 in Review

Ramsey Quantitative Systems sold out of Evercore (EVR) in Q1 2019, closing a stake of 2,952 shares — an estimated $211K sold.

Ramsey Quantitative Systems first reported a position in EVR in Q2 2016 and held it in 11 quarters. The position peaked at $647K in Q3 2016. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • Ramsey Quantitative Systems reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 2,952 Evercore shares in Q1 2019, an estimated $211K.
  • Ramsey Quantitative Systems first reported a position in Evercore in Q2 2016 and held it in 11 quarters.
  • Ramsey Quantitative Systems's Evercore position peaked at $647K in Q3 2016.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2019, filed 23 Apr 2019.