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US Global Investors Funds’s Evercore EVR Stock Holding History

US Global Investors Funds’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 		$1.37M Buy
+23,000
New +$1.22M 0.25% 113

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return

US Global Investors Funds's EVR Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Evercore (EVR) in Q4 2013: 23,000 shares worth $1.37M. The stake represents 0.25% of the portfolio and ranks #113 among its holdings.

200 funds tracked by Wall St. Rank hold EVR as of Q4 2013.

  • US Global Investors Funds held 23,000 shares of Evercore worth $1.37M as of Q4 2013.
  • Evercore was a new US Global Investors Funds position in Q4 2013.
  • Evercore made up 0.25% of US Global Investors Funds's portfolio in Q4 2013, its #113 holding.
  • 200 funds tracked by Wall St. Rank held Evercore as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.