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Wellington Shields Capital Management’s Evercore EVR Stock Holding History

Wellington Shields Capital Management’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
Q2 		– Sell
-20,000
Closed -$1.1M – 368
2014
Q1 		$1.1M Buy
+20,000
New +$1.14M 0.19% 111

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Shields Capital Management's EVR Position: Q2 2014 in Review

Wellington Shields Capital Management sold out of Evercore (EVR) in Q2 2014, closing a stake of 20,000 shares — an estimated $1.1M sold.

Wellington Shields Capital Management first reported a position in EVR in Q1 2014 and held it in 1 quarter. The position peaked at $1.1M in Q1 2014. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

  • Wellington Shields Capital Management reported no remaining Evercore position as of Q2 2014 after selling out during the quarter.
  • Wellington Shields Capital Management sold 20,000 Evercore shares in Q2 2014, an estimated $1.1M.
  • Wellington Shields Capital Management first reported a position in Evercore in Q1 2014 and held it in 1 quarter.
  • Wellington Shields Capital Management's Evercore position peaked at $1.1M in Q1 2014.
  • 197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on Wellington Shields Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.