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Sheets Smith Wealth Management’s Evercore EVR Stock Holding History

Sheets Smith 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
2014
Q2 		– Sell
-12,155
Closed -$672K – 268
2014
Q1 		$672K Buy
12,155
+462
+4% +$26.4K 0.19% 147
2013
Q4 		$699K Buy
11,693
+713
+6% +$38K 0.19% 138
2013
Q3 		$541K Buy
+10,980
New +$505K 0.18% 160

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's EVR Position: Q2 2014 in Review

Sheets Smith Wealth Management sold out of Evercore (EVR) in Q2 2014, closing a stake of 12,155 shares — an estimated $672K sold.

Sheets Smith Wealth Management first reported a position in EVR in Q3 2013 and held it in 3 quarters. The position peaked at $699K in Q4 2013. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

  • Sheets Smith Wealth Management reported no remaining Evercore position as of Q2 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,155 Evercore shares in Q2 2014, an estimated $672K.
  • Sheets Smith Wealth Management first reported a position in Evercore in Q3 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Evercore position peaked at $699K in Q4 2013.
  • 197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2014, filed 18 Sep 2014.