RCG
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Ruggie Capital Group’s Evercore EVR Stock Holding History

Ruggie Capital 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
2015
Q4 		– Sell
-26
Closed -$1K – 57
2015
Q3 		$1K Hold
26
– – ﹤0.01% 211
2015
Q2 		$1K Buy
+26
New +$1.33K ﹤0.01% 309

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ruggie Capital Group's EVR Position: Q4 2015 in Review

Ruggie Capital Group sold out of Evercore (EVR) in Q4 2015, closing a stake of 26 shares — an estimated $1K sold.

Ruggie Capital Group first reported a position in EVR in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Ruggie Capital Group reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 26 Evercore shares in Q4 2015, an estimated $1K.
  • Ruggie Capital Group first reported a position in Evercore in Q2 2015 and held it in 2 quarters.
  • Ruggie Capital Group's Evercore position peaked at $1K in Q3 2015.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Ruggie Capital Group's 13F filing for Q4 2015, filed 16 Feb 2016.