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WealthOne’s Evercore EVR Stock Holding History

WealthOne’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
Q1 		– Sell
-114
Closed -$8K – 214
2018
Q4 		$8K Buy
+114
New +$9.36K 0.01% 394

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthOne's EVR Position: Q1 2019 in Review

WealthOne sold out of Evercore (EVR) in Q1 2019, closing a stake of 114 shares — an estimated $8K sold.

WealthOne first reported a position in EVR in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • WealthOne reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 114 Evercore shares in Q1 2019, an estimated $8K.
  • WealthOne first reported a position in Evercore in Q4 2018 and held it in 1 quarter.
  • WealthOne's Evercore position peaked at $8K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.