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Weiss Multi-Strategy Advisers’s Evercore EVR Stock Holding History

Weiss Multi-Strategy Advisers’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
2014
Q3 		– Sell
-4,640
Closed -$267K – 591
2014
Q2 		$267K Sell
4,640
-19,190
-81% -$1.05M 0.01% 663
2014
Q1 		$1.32M Buy
23,830
+10,660
+81% +$610K 0.03% 424
2013
Q4 		$787K Buy
+13,170
New +$701K 0.02% 495

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Weiss Multi-Strategy Advisers's EVR Position: Q3 2014 in Review

Weiss Multi-Strategy Advisers sold out of Evercore (EVR) in Q3 2014, closing a stake of 4,640 shares — an estimated $267K sold.

Weiss Multi-Strategy Advisers first reported a position in EVR in Q4 2013 and held it in 3 quarters. The position peaked at $1.32M in Q1 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • Weiss Multi-Strategy Advisers reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 4,640 Evercore shares in Q3 2014, an estimated $267K.
  • Weiss Multi-Strategy Advisers first reported a position in Evercore in Q4 2013 and held it in 3 quarters.
  • Weiss Multi-Strategy Advisers's Evercore position peaked at $1.32M in Q1 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q3 2014, filed 14 Nov 2014.