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UBS’s Evercore EVR Stock Holding History

UBS’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
2014
Q3 		$5K Buy
+100
New +$5.18K ﹤0.01% 9437
2014
Q2 		– Sell
-100
Closed -$6K – 10519
2014
Q1 		$6K Buy
+100
New +$5.72K ﹤0.01% 9364
2013
Q4 		– Sell
-1,300
Closed -$64K – 10491
2013
Q3 		$64K Buy
1,300
+900
+225% +$41.4K ﹤0.01% 6539
2013
Q2 		$16K Buy
+400
New +$15.5K ﹤0.01% 8132

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's EVR Position: Q3 2014 in Review

UBS reduced its Evercore (EVR) stake by 21% in Q3 2014, selling an estimated $2.18M and leaving 162,948 shares worth $7.66M. The position accounts for 0.01% of the portfolio, ranked #1667.

UBS first reported a position in EVR in Q2 2013 and has held it in 6 quarters since. The position peaked at $11.8M in Q2 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • UBS held 162,948 shares of Evercore worth $7.66M as of Q3 2014.
  • UBS sold 42,089 Evercore shares in Q3 2014, an estimated $2.18M.
  • Evercore made up 0.01% of UBS's portfolio in Q3 2014, its #1667 holding.
  • UBS first reported a position in Evercore in Q2 2013 and has held it in 6 quarters since.
  • UBS's Evercore position peaked at $11.8M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.