Rational Advisors’s Evercore EVR Stock Holding History

Rational 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
2016 Q2	–	Sell	-7,000	Closed	-$362K	–	219
2016 Q1	$362K	Buy	+7,000	New	+$334K	0.24%	115
2015 Q3	$3.47M	Sell	69,000 -17,000	-20%	-$931K	1.4%	6
2015 Q2	$4.64M	Sell	86,000 -40,000	-32%	-$2.04M	1.49%	9
2015 Q1	$6.51M	Sell	126,000 -14,000	-10%	-$712K	1.58%	8
2014 Q4	$7.33M	Buy	+140,000	New	+$7.01M	1.45%	7
2013 Q4	$8.67M	Hold	145,000	–	–	0.74%	14
2013 Q3	$7.14M	Hold	145,000	–	–	0.55%	27
2013 Q2	$5.7M	Buy	+145,000	New	+$5.62M	0.48%	47

Other funds holding EVR

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

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VFA

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

JCM

Junto Capital Management New York $5.7B AUM 23.84% 1-Year Est. Return

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

Rational Advisors's EVR Position: Q2 2016 in Review

Rational Advisors sold out of Evercore (EVR) in Q2 2016, closing a stake of 7,000 shares — an estimated $362K sold.

Rational Advisors first reported a position in EVR in Q2 2013 and held it in 8 quarters. The position peaked at $8.67M in Q4 2013. 222 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

Rational Advisors reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
Rational Advisors sold 7,000 Evercore shares in Q2 2016, an estimated $362K.
Rational Advisors first reported a position in Evercore in Q2 2013 and held it in 8 quarters.
Rational Advisors's Evercore position peaked at $8.67M in Q4 2013.
222 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.