TFS Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,499
| Closed | -$350K | – | 660 |
|
|
2017
Q1 | $350K | Buy |
+4,499
| New | +$350K | 0.11% | 341 |
|
|
2016
Q2 | – | Sell |
-8,576
| Closed | -$444K | – | 1021 |
|
|
2016
Q1 | $444K | Buy |
+8,576
| New | +$444K | 0.06% | 484 |
|
|
2015
Q4 | – | Sell |
-20,969
| Closed | -$1.05M | – | 785 |
|
|
2015
Q3 | $1.05M | Buy |
+20,969
| New | +$1.05M | 0.1% | 323 |
|
|
2014
Q4 | – | Sell |
-70,163
| Closed | -$3.3M | – | 1034 |
|
|
2014
Q3 | $3.3M | Buy |
+70,163
| New | +$3.3M | 0.29% | 77 |
|
|
2014
Q1 | – | Sell |
-14,712
| Closed | -$879K | – | 1411 |
|
|
2013
Q4 | $879K | Buy |
14,712
+5,706
| +63% | +$341K | 0.04% | 598 |
|
|
2013
Q3 | $443K | Buy |
9,006
+2,295
| +34% | +$113K | 0.02% | 933 |
|
|
2013
Q2 | $264K | Buy |
+6,711
| New | +$264K | 0.01% | 1198 |
|