Waddell & Reed Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $36.4M | Sell |
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|
2019
Q2 | $41.2M | Sell |
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|
2019
Q1 | $42.4M | Buy |
|
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|
2018
Q4 | $33M | Sell |
|
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|
2018
Q3 | $46.9M | Buy |
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|
2018
Q2 | $46.1M | Buy |
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|
2018
Q1 | $28.6M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.92M | Hold |
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|
2015
Q3 | $4.57M | Buy |
|