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Sheaff Brock Investment Advisors’s Evercore EVR Stock Holding History

Sheaff Brock Investment 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's EVR Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Evercore (EVR) in Q4 2018, closing a stake of 9,934 shares — an estimated $999K sold.

Sheaff Brock Investment Advisors first reported a position in EVR in Q4 2016 and held it in 8 quarters. The position peaked at $1.05M in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,934 Evercore shares in Q4 2018, an estimated $999K.
  • Sheaff Brock Investment Advisors first reported a position in Evercore in Q4 2016 and held it in 8 quarters.
  • Sheaff Brock Investment Advisors's Evercore position peaked at $1.05M in Q2 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.