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TFS Capital’s Evercore EVR Stock Holding History

TFS 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
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

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFS Capital's EVR Position: Q2 2017 in Review

TFS Capital sold out of Evercore (EVR) in Q2 2017, closing a stake of 4,499 shares — an estimated $350K sold.

TFS Capital first reported a position in EVR in Q2 2013 and held it in 7 quarters. The position peaked at $3.3M in Q3 2014. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • TFS Capital reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
  • TFS Capital sold 4,499 Evercore shares in Q2 2017, an estimated $350K.
  • TFS Capital first reported a position in Evercore in Q2 2013 and held it in 7 quarters.
  • TFS Capital's Evercore position peaked at $3.3M in Q3 2014.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on TFS Capital's 13F filing for Q2 2017, filed 11 Aug 2017.