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Wealthspire Advisors (Maryland)’s Evercore EVR Stock Holding History

Wealthspire Advisors (Maryland)’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
-67
Closed -$6K – 945
2019
Q1 		$6K Hold
67
– – ﹤0.01% 1736
2018
Q4 		$5K Sell
67
-21
-24% -$1.72K ﹤0.01% 1717
2018
Q3 		$9K Sell
88
-5
-5% -$539 ﹤0.01% 1554
2018
Q2 		$10K Sell
93
-5
-5% -$516 ﹤0.01% 1532
2018
Q1 		$9K Sell
98
-10
-9% -$942 ﹤0.01% 1606
2017
Q4 		$10K Buy
108
+38
+54% +$3.17K ﹤0.01% 1580
2017
Q3 		$6K Buy
70
+6
+9% +$451 ﹤0.01% 1729
2017
Q2 		$5K Buy
+64
New +$4.65K ﹤0.01% 1755

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Evercore (EVR) in Q2 2019, closing a stake of 67 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in EVR in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q2 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 67 Evercore shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Evercore in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Evercore position peaked at $10K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.