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WealthStone’s Evercore EVR Stock Holding History

WealthStone’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
Q3 		– Sell
-4
Closed -$354 – 239
2019
Q2 		$354 Buy
+4
New +$356 ﹤0.01% 961

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's EVR Position: Q3 2019 in Review

WealthStone sold out of Evercore (EVR) in Q3 2019, closing a stake of 4 shares — an estimated $354 sold.

WealthStone first reported a position in EVR in Q2 2019 and held it in 1 quarter. The position peaked at $354 in Q2 2019. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • WealthStone reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 4 Evercore shares in Q3 2019, an estimated $354.
  • WealthStone first reported a position in Evercore in Q2 2019 and held it in 1 quarter.
  • WealthStone's Evercore position peaked at $354 in Q2 2019.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.