Realta Investment Advisors’s Evercore EVR Stock Holding History

Realta Investment 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
2019 Q2	–	Sell	-1,008	Closed	-$91K	–	1733
2019 Q1	$91K	Buy	+1,008	New	+$88.5K	0.04%	410

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's EVR Position: Q2 2019 in Review

Realta Investment Advisors sold out of Evercore (EVR) in Q2 2019, closing a stake of 1,008 shares — an estimated $91K sold.

Realta Investment Advisors first reported a position in EVR in Q1 2019 and held it in 1 quarter. The position peaked at $91K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

Realta Investment Advisors reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
Realta Investment Advisors sold 1,008 Evercore shares in Q2 2019, an estimated $91K.
Realta Investment Advisors first reported a position in Evercore in Q1 2019 and held it in 1 quarter.
Realta Investment Advisors's Evercore position peaked at $91K in Q1 2019.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.