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
2013 Q4	–	Sell	-500	Closed	-$25K	–	10492
2013 Q3	$25K	Buy	+500	New	+$23K	﹤0.01%	7760

Other funds holding EVR

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.