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Stone Toro Investment Advisers’s Evercore EVR Stock Holding History

Stone Toro Investment Advisers’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
2013
Q3 		– Sell
-18,200
Closed -$715K – 170
2013
Q2 		$715K Buy
+18,200
New +$705K 0.43% 61

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $145B AUM 34.61% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Stone Toro Investment Advisers's EVR Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of Evercore (EVR) in Q3 2013, closing a stake of 18,200 shares — an estimated $715K sold.

Stone Toro Investment Advisers first reported a position in EVR in Q2 2013 and held it in 1 quarter. The position peaked at $715K in Q2 2013. 178 funds tracked by Wall St. Rank hold EVR as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining Evercore position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 18,200 Evercore shares in Q3 2013, an estimated $715K.
  • Stone Toro Investment Advisers first reported a position in Evercore in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Evercore position peaked at $715K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Evercore as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.