TFS Capital’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,499
Closed -$350K 660
2017
Q1
$350K Buy
+4,499
New +$349K 0.11% 341
2016
Q2
Sell
-8,576
Closed -$444K 1021
2016
Q1
$444K Buy
+8,576
New +$410K 0.06% 484
2015
Q4
Sell
-20,969
Closed -$1.05M 785
2015
Q3
$1.05M Buy
+20,969
New +$1.15M 0.1% 323
2014
Q4
Sell
-70,163
Closed -$3.3M 1034
2014
Q3
$3.3M Buy
+70,163
New +$3.63M 0.29% 77
2014
Q1
Sell
-14,712
Closed -$879K 1411
2013
Q4
$879K Buy
14,712
+5,706
+63% +$304K 0.04% 598
2013
Q3
$443K Buy
9,006
+2,295
+34% +$106K 0.02% 933
2013
Q2
$264K Buy
+6,711
New +$260K 0.01% 1198

Other funds holding EVR