Waddell & Reed Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-454,018
| Closed | -$36.4M | – | 456 |
|
|
2019
Q3 | $36.4M | Sell |
454,018
-11,689
| -3% | -$936K | 0.09% | 236 |
|
|
2019
Q2 | $41.2M | Sell |
465,707
-46
| -0% | -$4.07K | 0.1% | 234 |
|
|
2019
Q1 | $42.4M | Buy |
465,753
+5,230
| +1% | +$476K | 0.1% | 231 |
|
|
2018
Q4 | $33M | Sell |
460,523
-5,450
| -1% | -$390K | 0.09% | 257 |
|
|
2018
Q3 | $46.9M | Buy |
465,973
+28,523
| +7% | +$2.87M | 0.1% | 229 |
|
|
2018
Q2 | $46.1M | Buy |
437,450
+109,730
| +33% | +$11.6M | 0.11% | 216 |
|
|
2018
Q1 | $28.6M | Buy |
+327,720
| New | +$28.6M | 0.06% | 283 |
|
|
2016
Q1 | – | Sell |
-91,000
| Closed | -$4.92M | – | 598 |
|
|
2015
Q4 | $4.92M | Hold |
91,000
| – | – | 0.01% | 489 |
|
|
2015
Q3 | $4.57M | Buy |
+91,000
| New | +$4.57M | 0.01% | 507 |
|