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WealthTrust Fairport’s Evercore EVR Stock Holding History

WealthTrust Fairport’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
2018
Q4 		– Sell
-9
Closed -$1K – 448
2018
Q3 		$1K Sell
9
-9
-50% -$970 ﹤0.01% 483
2018
Q2 		$2K Buy
18
+9
+100% +$928 ﹤0.01% 460
2018
Q1 		$1K Buy
+9
New +$848 ﹤0.01% 475

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WealthTrust Fairport's EVR Position: Q4 2018 in Review

WealthTrust Fairport sold out of Evercore (EVR) in Q4 2018, closing a stake of 9 shares — an estimated $1K sold.

WealthTrust Fairport first reported a position in EVR in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • WealthTrust Fairport reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 9 Evercore shares in Q4 2018, an estimated $1K.
  • WealthTrust Fairport first reported a position in Evercore in Q1 2018 and held it in 3 quarters.
  • WealthTrust Fairport's Evercore position peaked at $2K in Q2 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.