Santa Fe Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
2015
Q3
$454K Sell
2015
Q2
$533K Sell
2015
Q1
$1.06M Sell
2014
Q4
$1.7M Buy
2014
Q3
$1.02M Buy
2014
Q2
Sell
2014
Q1
$495K Buy
2013
Q3
Sell
2013
Q2
$219K Buy