TC
EVR icon

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 $5.72T AUM 30.48% 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 $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