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Rosenblum Silverman Sutton’s Evercore EVR Stock Holding History

Rosenblum Silverman Sutton’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
Q4 		$439K Buy
+8,385
New +$420K 0.19% 64

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rosenblum Silverman Sutton's EVR Position: Q4 2014 in Review

Rosenblum Silverman Sutton opened a new position in Evercore (EVR) in Q4 2014: 8,385 shares worth $439K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings.

195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Rosenblum Silverman Sutton held 8,385 shares of Evercore worth $439K as of Q4 2014.
  • Evercore was a new Rosenblum Silverman Sutton position in Q4 2014.
  • Evercore made up 0.19% of Rosenblum Silverman Sutton's portfolio in Q4 2014, its #64 holding.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Rosenblum Silverman Sutton's 13F filing for Q4 2014, filed 17 Feb 2015.