Visium Asset Management’s Evercore EVR Stock Holding History

Visium Asset Management’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
2015 Q4	–	Sell	-4,436	Closed	-$223K	–	670
2015 Q3	$223K	Buy	+4,436	New	+$243K	﹤0.01%	774
2014 Q4	–	Sell	-4,344	Closed	-$204K	–	1089
2014 Q3	$204K	Sell	4,344 -2,884	-40%	-$149K	﹤0.01%	989
2014 Q2	$417K	Buy	+7,228	New	+$397K	0.01%	812
2014 Q1	–	Sell	-3,539	Closed	-$212K	–	915
2013 Q4	$212K	Buy	+3,539	New	+$188K	﹤0.01%	797

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Visium Asset Management's EVR Position: Q4 2015 in Review

Visium Asset Management sold out of Evercore (EVR) in Q4 2015, closing a stake of 4,436 shares — an estimated $223K sold.

Visium Asset Management first reported a position in EVR in Q4 2013 and held it in 4 quarters. The position peaked at $417K in Q2 2014. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

Visium Asset Management reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
Visium Asset Management sold 4,436 Evercore shares in Q4 2015, an estimated $223K.
Visium Asset Management first reported a position in Evercore in Q4 2013 and held it in 4 quarters.
Visium Asset Management's Evercore position peaked at $417K in Q2 2014.
224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Visium Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.