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Whitebox Advisors’s Evercore EVR Stock Holding History

Whitebox Advisors’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
2015
Q4 		– Sell
-12,867
Closed -$646K – 210
2015
Q3 		$646K Sell
12,867
-1,280
-9% -$70.1K 0.03% 254
2015
Q2 		$763K Hold
14,147
– – 0.03% 270
2015
Q1 		$731K Sell
14,147
-619
-4% -$31.5K 0.03% 271
2014
Q4 		$773K Buy
+14,766
New +$739K 0.03% 289

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whitebox Advisors's EVR Position: Q4 2015 in Review

Whitebox Advisors sold out of Evercore (EVR) in Q4 2015, closing a stake of 12,867 shares — an estimated $646K sold.

Whitebox Advisors first reported a position in EVR in Q4 2014 and held it in 4 quarters. The position peaked at $773K in Q4 2014. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Whitebox Advisors reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
  • Whitebox Advisors sold 12,867 Evercore shares in Q4 2015, an estimated $646K.
  • Whitebox Advisors first reported a position in Evercore in Q4 2014 and held it in 4 quarters.
  • Whitebox Advisors's Evercore position peaked at $773K in Q4 2014.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Whitebox Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.