Spot Trading’s Evercore EVR Stock Holding History

Spot Trading’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
2015 Q1	–	Sell	-4,500	Closed	-$236K	–	3994
2014 Q4	$236K	Buy	4,500 +1,000	+29%	+$50.1K	﹤0.01%	2824
2014 Q3	$165K	Buy	+3,500	New	+$181K	﹤0.01%	3282

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Spot Trading's EVR Position: Q4 2014 in Review

Spot Trading sold out of Evercore (EVR) in Q4 2014, closing a stake of 900 shares — an estimated $45.1K sold.

Spot Trading first reported a position in EVR in Q3 2014 and held it in 1 quarter. The position peaked at $42K in Q3 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

Spot Trading reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
Spot Trading sold 900 Evercore shares in Q4 2014, an estimated $45.1K.
Spot Trading first reported a position in Evercore in Q3 2014 and held it in 1 quarter.
Spot Trading's Evercore position peaked at $42K in Q3 2014.
195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Spot Trading's 13F filing for Q4 2014, filed 13 Feb 2015.