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Telemus Capital’s Evercore EVR Stock Holding History

Telemus Capital’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
-5,339
Closed -$428K – 394
2019
Q3 		$428K Hold
5,339
– – 0.03% 265
2019
Q2 		$416K Sell
5,339
-7
-0.1% -$623 0.04% 255
2019
Q1 		$486K Buy
5,346
+67
+1% +$5.88K 0.04% 280
2018
Q4 		$378K Sell
5,279
-153
-3% -$12.6K 0.03% 294
2018
Q3 		$546K Sell
5,432
-54
-1% -$5.82K 0.04% 278
2018
Q2 		$578K Buy
5,486
+16
+0.3% +$1.65K 0.04% 272
2018
Q1 		$477K Sell
5,470
-19
-0.3% -$1.79K 0.04% 292
2017
Q4 		$494K Buy
5,489
+114
+2% +$9.51K 0.04% 290
2017
Q3 		$431K Sell
5,375
-98
-2% -$7.37K 0.05% 223
2017
Q2 		$386K Buy
5,473
+473
+9% +$34.4K 0.04% 267
2017
Q1 		$390K Buy
+5,000
New +$388K 0.04% 251

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Telemus Capital's EVR Position: Q4 2019 in Review

Telemus Capital sold out of Evercore (EVR) in Q4 2019, closing a stake of 5,339 shares — an estimated $428K sold.

Telemus Capital first reported a position in EVR in Q1 2017 and held it in 11 quarters. The position peaked at $578K in Q2 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Telemus Capital reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Telemus Capital sold 5,339 Evercore shares in Q4 2019, an estimated $428K.
  • Telemus Capital first reported a position in Evercore in Q1 2017 and held it in 11 quarters.
  • Telemus Capital's Evercore position peaked at $578K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Telemus Capital's 13F filing for Q4 2019, filed 24 Jan 2020.