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Rockefeller Financial Services’s Evercore EVR Stock Holding History

Rockefeller Financial Services’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
2014
Q3 		– Sell
-17
Closed -$1K – 516
2014
Q2 		$1K Buy
+17
New +$933 ﹤0.01% 575

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Financial Services's EVR Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Evercore (EVR) in Q3 2014, closing a stake of 17 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in EVR in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 17 Evercore shares in Q3 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in Evercore in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Evercore position peaked at $1K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.