TrustCore Financial Services’s Evercore EVR Stock Holding History

TrustCore Financial Services’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
2018 Q3	–	Sell	-19	Closed	-$2K	–	869
2018 Q2	$2K	Buy	+19	New	+$1.96K	﹤0.01%	814

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

TrustCore Financial Services's EVR Position: Q3 2018 in Review

TrustCore Financial Services sold out of Evercore (EVR) in Q3 2018, closing a stake of 19 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in EVR in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

TrustCore Financial Services reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
TrustCore Financial Services sold 19 Evercore shares in Q3 2018, an estimated $2K.
TrustCore Financial Services first reported a position in Evercore in Q2 2018 and held it in 1 quarter.
TrustCore Financial Services's Evercore position peaked at $2K in Q2 2018.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.