Stoneridge Investment Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-35,968
Closed -$1.95M 299
2015
Q4
$1.95M Buy
35,968
+206
+0.6% +$11.1K 0.26% 114
2015
Q3
$1.8M Sell
35,762
-325
-0.9% -$16.3K 0.25% 117
2015
Q2
$1.95M Sell
36,087
-5,915
-14% -$319K 0.24% 117
2015
Q1
$2.17M Buy
+42,002
New +$2.17M 0.25% 128