Santa Fe Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,045
| Closed | -$454K | – | 482 |
|
|
2015
Q3 | $454K | Sell |
9,045
-824
| -8% | -$41.4K | 0.06% | 363 |
|
|
2015
Q2 | $533K | Sell |
9,869
-10,550
| -52% | -$570K | 0.07% | 373 |
|
|
2015
Q1 | $1.06M | Sell |
20,419
-12,107
| -37% | -$626K | 0.13% | 297 |
|
|
2014
Q4 | $1.7M | Buy |
32,526
+10,925
| +51% | +$572K | 0.21% | 206 |
|
|
2014
Q3 | $1.02M | Buy |
+21,601
| New | +$1.02M | 0.16% | 258 |
|
|
2014
Q2 | – | Sell |
-8,966
| Closed | -$495K | – | 522 |
|
|
2014
Q1 | $495K | Buy |
+8,966
| New | +$495K | 0.07% | 351 |
|
|
2013
Q3 | – | Sell |
-5,587
| Closed | -$219K | – | 502 |
|
|
2013
Q2 | $219K | Buy |
+5,587
| New | +$219K | 0.04% | 462 |
|