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Rehmann Capital Advisory Group’s Evercore EVR Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		$43.4K Hold
542
– – 0.01% 664
2019
Q2 		$48K Buy
542
+44
+9% +$3.92K 0.01% 849
2019
Q1 		$45.3K Buy
498
+29
+6% +$2.55K 0.01% 842
2018
Q4 		$33.6K Sell
469
-57
-11% -$4.68K 0.01% 719
2018
Q3 		$52.9K Buy
526
+272
+107% +$29.3K 0.01% 770
2018
Q2 		$26.8K Sell
254
-7
-3% -$722 ﹤0.01% 1009
2018
Q1 		$23K Buy
+261
New +$24.6K ﹤0.01% 1029

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rehmann Capital Advisory Group's EVR Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Evercore (EVR) position steady in Q3 2019 at 542 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #664.

Rehmann Capital Advisory Group first reported a position in EVR in Q1 2018 and has held it in 7 quarters since. The position peaked at $52.9K in Q3 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Rehmann Capital Advisory Group held 542 shares of Evercore worth $43.4K as of Q3 2019.
  • Rehmann Capital Advisory Group left its Evercore share count unchanged in Q3 2019.
  • Evercore made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #664 holding.
  • Rehmann Capital Advisory Group first reported a position in Evercore in Q1 2018 and has held it in 7 quarters since.
  • Rehmann Capital Advisory Group's Evercore position peaked at $52.9K in Q3 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.