RCM
EVR icon

Rotella Capital Management’s Evercore EVR Stock Holding History

Rotella Capital Management’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
2016
Q1 		– Sell
-6,280
Closed -$340K – 96
2015
Q4 		$340K Buy
+6,280
New +$339K 0.3% 181

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 16.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rotella Capital Management's EVR Position: Q1 2016 in Review

Rotella Capital Management sold out of Evercore (EVR) in Q1 2016, closing a stake of 6,280 shares — an estimated $340K sold.

Rotella Capital Management first reported a position in EVR in Q4 2015 and held it in 1 quarter. The position peaked at $340K in Q4 2015. 228 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Rotella Capital Management reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 6,280 Evercore shares in Q1 2016, an estimated $340K.
  • Rotella Capital Management first reported a position in Evercore in Q4 2015 and held it in 1 quarter.
  • Rotella Capital Management's Evercore position peaked at $340K in Q4 2015.
  • 228 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.