Sheaff Brock Investment Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,934
Closed -$999K 489
2018
Q3
$999K Sell
9,934
-46
-0.5% -$4.96K 0.09% 160
2018
Q2
$1.05M Sell
9,980
-1,030
-9% -$106K 0.1% 149
2018
Q1
$960K Sell
11,010
-396
-3% -$37.3K 0.1% 160
2017
Q4
$1.03M Sell
11,406
-333
-3% -$27.8K 0.13% 147
2017
Q3
$942K Sell
11,739
-820
-7% -$61.7K 0.12% 152
2017
Q2
$885K Buy
12,559
+955
+8% +$69.4K 0.12% 174
2017
Q1
$904K Sell
11,604
-1,501
-11% -$117K 0.12% 165
2016
Q4
$900K Buy
+13,105
New +$806K 0.11% 182

Other funds holding EVR