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Secor Capital Advisors’s Evercore EVR Stock Holding History

Secor Capital Advisors’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
2017
Q2 		– Sell
-45,639
Closed -$3.56M – 499
2017
Q1 		$3.56M Sell
45,639
-27,890
-38% -$2.17M 0.39% 73
2016
Q4 		$5.05M Sell
73,529
-2,789
-4% -$171K 0.62% 29
2016
Q3 		$3.93M Buy
+76,318
New +$3.84M 0.43% 62
2014
Q4 		– Sell
-5,300
Closed -$249K – 404
2014
Q3 		$249K Buy
+5,300
New +$275K 0.14% 250

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Secor Capital Advisors's EVR Position: Q2 2017 in Review

Secor Capital Advisors sold out of Evercore (EVR) in Q2 2017, closing a stake of 45,639 shares — an estimated $3.56M sold.

Secor Capital Advisors first reported a position in EVR in Q3 2014 and held it in 4 quarters. The position peaked at $5.05M in Q4 2016. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • Secor Capital Advisors reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
  • Secor Capital Advisors sold 45,639 Evercore shares in Q2 2017, an estimated $3.56M.
  • Secor Capital Advisors first reported a position in Evercore in Q3 2014 and held it in 4 quarters.
  • Secor Capital Advisors's Evercore position peaked at $5.05M in Q4 2016.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Secor Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.