VFA
EVBN

Valeo Financial Advisors’s Evans Bancorp Inc EVBN Stock Holding History

Valeo Financial Advisors’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-475
Closed -$20K – 1615
2017
Q4 		$20K Buy
+475
New +$20.3K ﹤0.01% 674

Other funds holding EVBN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's EVBN Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Evans Bancorp Inc (EVBN) in Q1 2018, closing a stake of 475 shares — an estimated $20K sold.

Valeo Financial Advisors first reported a position in EVBN in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 53 funds tracked by Wall St. Rank hold EVBN as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Evans Bancorp Inc position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 475 Evans Bancorp Inc shares in Q1 2018, an estimated $20K.
  • Valeo Financial Advisors first reported a position in Evans Bancorp Inc in Q4 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Evans Bancorp Inc position peaked at $20K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.