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Trustmark National Bank Trust Department’s Evercore EVR Stock Holding History

Trustmark National Bank Trust Department’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
Q4 		– Sell
-373
Closed -$38K – 592
2018
Q3 		$38K Buy
+373
New +$40.2K ﹤0.01% 390
2016
Q2 		– Sell
-3,951
Closed -$204K – 306
2016
Q1 		$204K Buy
+3,951
New +$189K 0.03% 303

Other funds holding EVR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Trustmark National Bank Trust Department's EVR Position: Q4 2018 in Review

Trustmark National Bank Trust Department sold out of Evercore (EVR) in Q4 2018, closing a stake of 373 shares — an estimated $38K sold.

Trustmark National Bank Trust Department first reported a position in EVR in Q1 2016 and held it in 2 quarters. The position peaked at $204K in Q1 2016. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Trustmark National Bank Trust Department reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 373 Evercore shares in Q4 2018, an estimated $38K.
  • Trustmark National Bank Trust Department first reported a position in Evercore in Q1 2016 and held it in 2 quarters.
  • Trustmark National Bank Trust Department's Evercore position peaked at $204K in Q1 2016.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2018, filed 14 Feb 2019.