Systematic Financial Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-186,514
Closed -$11.1M 692
2013
Q4
$11.1M Sell
186,514
-556,244
-75% -$33.2M 0.08% 246
2013
Q3
$36.6M Sell
742,758
-769,514
-51% -$37.9M 0.29% 100
2013
Q2
$59.4M Buy
+1,512,272
New +$59.4M 0.51% 62