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SII Investments’s Evercore EVR Stock Holding History

SII Investments’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
Q1 		– Sell
-6,436
Closed -$576K – 84
2017
Q4 		$576K Sell
6,436
-576
-8% -$48K 0.06% 231
2017
Q3 		$564K Buy
7,012
+545
+8% +$41K 0.03% 332
2017
Q2 		$455K Buy
6,467
+945
+17% +$68.7K 0.03% 366
2017
Q1 		$436K Buy
+5,522
New +$429K 0.03% 374

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

SII Investments's EVR Position: Q1 2018 in Review

SII Investments sold out of Evercore (EVR) in Q1 2018, closing a stake of 6,436 shares — an estimated $576K sold.

SII Investments first reported a position in EVR in Q1 2017 and held it in 4 quarters. The position peaked at $576K in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

  • SII Investments reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 6,436 Evercore shares in Q1 2018, an estimated $576K.
  • SII Investments first reported a position in Evercore in Q1 2017 and held it in 4 quarters.
  • SII Investments's Evercore position peaked at $576K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.