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WealthBridge Capital Management’s Evercore EVR Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-12
Closed -$1K – 336
2019
Q1 		$1K Buy
12
+2
+20% +$176 ﹤0.01% 874
2018
Q4 		$1K Buy
+10
New +$821 ﹤0.01% 841

Other funds holding EVR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthBridge Capital Management's EVR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in EVR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 12 Evercore shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Evercore in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Evercore position peaked at $1K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.