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TC
TFS Capital’s
Evercore
EVR
Stock Holding History
TFS Capital’s Portfolio
EVR Stock Details
EVR Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
$3.91B AUM
34.32%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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