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Santa Fe Partners’s Evercore EVR Stock Holding History

Santa Fe Partners’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
-9,045
Closed -$454K – 482
2015
Q3 		$454K Sell
9,045
-824
-8% -$45.1K 0.06% 363
2015
Q2 		$533K Sell
9,869
-10,550
-52% -$538K 0.07% 373
2015
Q1 		$1.06M Sell
20,419
-12,107
-37% -$615K 0.13% 297
2014
Q4 		$1.7M Buy
32,526
+10,925
+51% +$547K 0.21% 206
2014
Q3 		$1.02M Buy
+21,601
New +$1.12M 0.16% 258
2014
Q2 		– Sell
-8,966
Closed -$495K – 522
2014
Q1 		$495K Buy
+8,966
New +$513K 0.07% 351
2013
Q3 		– Sell
-5,587
Closed -$219K – 502
2013
Q2 		$219K Buy
+5,587
New +$216K 0.04% 462

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

Santa Fe Partners's EVR Position: Q4 2015 in Review

Santa Fe Partners sold out of Evercore (EVR) in Q4 2015, closing a stake of 9,045 shares — an estimated $454K sold.

Santa Fe Partners first reported a position in EVR in Q2 2013 and held it in 7 quarters. The position peaked at $1.7M in Q4 2014. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Santa Fe Partners reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 9,045 Evercore shares in Q4 2015, an estimated $454K.
  • Santa Fe Partners first reported a position in Evercore in Q2 2013 and held it in 7 quarters.
  • Santa Fe Partners's Evercore position peaked at $1.7M in Q4 2014.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.