UBS O'Connor’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-62,500
| Closed | -$5.63M | – | 300 |
|
|
2017
Q4 | $5.63M | Buy |
+62,500
| New | +$5.63M | 0.1% | 143 |
|
|
2015
Q2 | – | Sell |
-46,786
| Closed | -$2.42M | – | 756 |
|
|
2015
Q1 | $2.42M | Buy |
+46,786
| New | +$2.42M | 0.05% | 281 |
|
|
2014
Q4 | – | Sell |
-141,306
| Closed | -$6.64M | – | 631 |
|
|
2014
Q3 | $6.64M | Buy |
+141,306
| New | +$6.64M | 0.11% | 191 |
|
|
2014
Q2 | – | Sell |
-105,637
| Closed | -$5.84M | – | 431 |
|
|
2014
Q1 | $5.84M | Buy |
+105,637
| New | +$5.84M | 0.11% | 219 |
|
|
2013
Q4 | – | Sell |
-50,390
| Closed | -$2.48M | – | 381 |
|
|
2013
Q3 | $2.48M | Sell |
50,390
-182,253
| -78% | -$8.97M | 0.05% | 257 |
|
|
2013
Q2 | $9.14M | Buy |
+232,643
| New | +$9.14M | 0.17% | 168 |
|