Rational Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,000
| Closed | -$362K | – | 219 |
|
|
2016
Q1 | $362K | Buy |
+7,000
| New | +$362K | 0.24% | 115 |
|
|
2015
Q3 | $3.47M | Sell |
69,000
-17,000
| -20% | -$854K | 1.4% | 5 |
|
|
2015
Q2 | $4.64M | Sell |
86,000
-40,000
| -32% | -$2.16M | 1.49% | 7 |
|
|
2015
Q1 | $6.51M | Sell |
126,000
-14,000
| -10% | -$723K | 1.58% | 7 |
|
|
2014
Q4 | $7.33M | Buy |
+140,000
| New | +$7.33M | 1.45% | 6 |
|
|
2013
Q4 | $8.67M | Hold |
145,000
| – | – | 0.74% | 14 |
|
|
2013
Q3 | $7.14M | Hold |
145,000
| – | – | 0.55% | 25 |
|
|
2013
Q2 | $5.7M | Buy |
+145,000
| New | +$5.7M | 0.48% | 46 |
|