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Wilbanks Smith & Thomas Asset Management’s Evercore EVR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-35
Closed -$4K – 651
2018
Q3 		$4K Buy
+35
New +$3.77K ﹤0.01% 1261

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JIM
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Renaissance Technologies
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FCM
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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

Wilbanks Smith & Thomas Asset Management's EVR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 35 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EVR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 35 Evercore shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Evercore in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Evercore position peaked at $4K in Q3 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.