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Wealthfront’s Evercore EVR Stock Holding History

Wealthfront’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
-115
Closed -$6K – 514
2015
Q3 		$6K Buy
115
+39
+51% +$2.14K ﹤0.01% 1072
2015
Q2 		$4K Buy
76
+46
+153% +$2.35K ﹤0.01% 1089
2015
Q1 		$2K Buy
30
+29
+2,900% +$1.47K ﹤0.01% 987
2014
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 766

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
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
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
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's EVR Position: Q4 2015 in Review

Wealthfront sold out of Evercore (EVR) in Q4 2015, closing a stake of 115 shares — an estimated $6K sold.

Wealthfront first reported a position in EVR in Q4 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2015. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Wealthfront reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 115 Evercore shares in Q4 2015, an estimated $6K.
  • Wealthfront first reported a position in Evercore in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Evercore position peaked at $6K in Q3 2015.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.