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Stratos Wealth Partners’s Evercore EVR Stock Holding History

Stratos Wealth Partners’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
2019
Q4 		– Sell
-3,370
Closed -$270K – 990
2019
Q3 		$270K Buy
+3,370
New +$279K 0.01% 760
2018
Q4 		– Sell
-432
Closed -$43K – 1312
2018
Q3 		$43K Buy
+432
New +$46.6K ﹤0.01% 1520
2018
Q2 		– Sell
-406
Closed -$35K – 1451
2018
Q1 		$35K Sell
406
-11
-3% -$1.04K ﹤0.01% 1765
2017
Q4 		$38K Buy
+417
New +$34.8K ﹤0.01% 1646

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's EVR Position: Q4 2019 in Review

Stratos Wealth Partners sold out of Evercore (EVR) in Q4 2019, closing a stake of 3,370 shares — an estimated $270K sold.

Stratos Wealth Partners first reported a position in EVR in Q4 2017 and held it in 4 quarters. The position peaked at $270K in Q3 2019. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Stratos Wealth Partners reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,370 Evercore shares in Q4 2019, an estimated $270K.
  • Stratos Wealth Partners first reported a position in Evercore in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Evercore position peaked at $270K in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Stratos Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.