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WealthPLAN Partners’s Evercore EVR Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-250
Closed -$11 – 996
2016
Q2 		$11 Buy
+250
New +$12.4K ﹤0.01% 2524
2015
Q4 		$32 Buy
+610
New +$32.9K ﹤0.01% 1694

Other funds holding EVR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's EVR Position: Q3 2016 in Review

WealthPLAN Partners sold out of Evercore (EVR) in Q3 2016, closing a stake of 250 shares — an estimated $11 sold.

WealthPLAN Partners first reported a position in EVR in Q4 2015 and held it in 2 quarters. The position peaked at $32 in Q4 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

  • WealthPLAN Partners reported no remaining Evercore position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 250 Evercore shares in Q3 2016, an estimated $11.
  • WealthPLAN Partners first reported a position in Evercore in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Evercore position peaked at $32 in Q4 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.