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Twin Capital Management’s Evercore EVR Stock Holding History

Twin Capital Management’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
2016
Q3 		– Sell
-31,114
Closed -$1.38M – 353
2016
Q2 		$1.38M Buy
+31,114
New +$1.55M 0.1% 263

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Twin Capital Management's EVR Position: Q3 2016 in Review

Twin Capital Management sold out of Evercore (EVR) in Q3 2016, closing a stake of 31,114 shares — an estimated $1.38M sold.

Twin Capital Management first reported a position in EVR in Q2 2016 and held it in 1 quarter. The position peaked at $1.38M in Q2 2016. 225 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

  • Twin Capital Management reported no remaining Evercore position as of Q3 2016 after selling out during the quarter.
  • Twin Capital Management sold 31,114 Evercore shares in Q3 2016, an estimated $1.38M.
  • Twin Capital Management first reported a position in Evercore in Q2 2016 and held it in 1 quarter.
  • Twin Capital Management's Evercore position peaked at $1.38M in Q2 2016.
  • 225 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on Twin Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.