Whitener Capital Management’s Evercore EVR Stock Holding History

Whitener 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
2019 Q2	–	Sell	-60	Closed	-$5K	–	481
2019 Q1	$5K	Buy	+60	New	+$5.27K	﹤0.01%	379

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whitener Capital Management's EVR Position: Q2 2019 in Review

Whitener Capital Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 60 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in EVR in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

Whitener Capital Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
Whitener Capital Management sold 60 Evercore shares in Q2 2019, an estimated $5K.
Whitener Capital Management first reported a position in Evercore in Q1 2019 and held it in 1 quarter.
Whitener Capital Management's Evercore position peaked at $5K in Q1 2019.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Whitener Capital Management's 13F filing for Q2 2019, filed 2 Aug 2019.