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Stonehage Fleming (UK)’s Evercore EVR Stock Holding History

Stonehage Fleming (UK)’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
Q3 		– Sell
-561
Closed -$32K – 318
2014
Q2 		$32K Buy
+561
New +$30.8K 0.01% 203

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stonehage Fleming (UK)'s EVR Position: Q3 2014 in Review

Stonehage Fleming (UK) sold out of Evercore (EVR) in Q3 2014, closing a stake of 561 shares — an estimated $32K sold.

Stonehage Fleming (UK) first reported a position in EVR in Q2 2014 and held it in 1 quarter. The position peaked at $32K in Q2 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • Stonehage Fleming (UK) reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 561 Evercore shares in Q3 2014, an estimated $32K.
  • Stonehage Fleming (UK) first reported a position in Evercore in Q2 2014 and held it in 1 quarter.
  • Stonehage Fleming (UK)'s Evercore position peaked at $32K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q3 2014, filed 11 Oct 2019.