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Wealthcare Capital Management’s Evercore EVR Stock Holding History

Wealthcare 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
2014
Q4 		– Sell
-81
Closed -$4K – 219
2014
Q3 		$4K Buy
+81
New +$4.2K ﹤0.01% 220

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VFA
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's EVR Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Evercore (EVR) in Q4 2014, closing a stake of 81 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in EVR in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 81 Evercore shares in Q4 2014, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Evercore in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Evercore position peaked at $4K in Q3 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.