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Turner Investments’s Evercore EVR Stock Holding History

Turner Investments’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
-7,250
Closed -$565K – 250
2017
Q1 		$565K Sell
7,250
-14,250
-66% -$1.11M 0.37% 96
2016
Q4 		$1.48M Buy
+21,500
New +$1.32M 0.6% 57
2015
Q1 		– Sell
-13,740
Closed -$720K – 450
2014
Q4 		$720K Sell
13,740
-7,830
-36% -$392K 0.09% 318
2014
Q3 		$1.01M Sell
21,570
-118,960
-85% -$6.16M 0.06% 349
2014
Q2 		$8.1M Sell
140,530
-43,218
-24% -$2.37M 0.36% 73
2014
Q1 		$10.2M Sell
183,748
-59,859
-25% -$3.42M 0.27% 130
2013
Q4 		$14.6M Buy
243,607
+72,717
+43% +$3.87M 0.26% 131
2013
Q3 		$8.41M Buy
170,890
+90,730
+113% +$4.17M 0.14% 216
2013
Q2 		$3.15M Buy
+80,160
New +$3.11M 0.04% 400

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 $3.38T AUM 44.17% 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

Turner Investments's EVR Position: Q2 2017 in Review

Turner Investments sold out of Evercore (EVR) in Q2 2017, closing a stake of 7,250 shares — an estimated $565K sold.

Turner Investments first reported a position in EVR in Q2 2013 and held it in 9 quarters. The position peaked at $14.6M in Q4 2013. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • Turner Investments reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
  • Turner Investments sold 7,250 Evercore shares in Q2 2017, an estimated $565K.
  • Turner Investments first reported a position in Evercore in Q2 2013 and held it in 9 quarters.
  • Turner Investments's Evercore position peaked at $14.6M in Q4 2013.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.