SeaCrest Wealth Management’s Evercore EVR Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-51	Closed	-$5K	–	920
2019 Q1	$5K	Hold	51	–	–	﹤0.01%	1713
2018 Q4	$4K	Hold	51	–	–	﹤0.01%	1752
2018 Q3	$5K	Hold	51	–	–	﹤0.01%	1853
2018 Q2	$5K	Hold	51	–	–	﹤0.01%	1806
2018 Q1	$4K	Hold	51	–	–	﹤0.01%	1837
2017 Q4	$5K	Buy	+51	New	+$4.25K	﹤0.01%	1795

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's EVR Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 51 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in EVR in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

SeaCrest Wealth Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 51 Evercore shares in Q2 2019, an estimated $5K.
SeaCrest Wealth Management first reported a position in Evercore in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Evercore position peaked at $5K in Q1 2019.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.