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Wilmington Funds Management’s Evercore EVR Stock Holding History

Wilmington Funds 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
Q1 		– Sell
-3,443
Closed -$206K – 776
2013
Q4 		$206K Buy
+3,443
New +$183K 0.02% 708

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 $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wilmington Funds Management's EVR Position: Q1 2014 in Review

Wilmington Funds Management sold out of Evercore (EVR) in Q1 2014, closing a stake of 3,443 shares — an estimated $206K sold.

Wilmington Funds Management first reported a position in EVR in Q4 2013 and held it in 1 quarter. The position peaked at $206K in Q4 2013. 209 funds tracked by Wall St. Rank hold EVR as of Q1 2014.

  • Wilmington Funds Management reported no remaining Evercore position as of Q1 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 3,443 Evercore shares in Q1 2014, an estimated $206K.
  • Wilmington Funds Management first reported a position in Evercore in Q4 2013 and held it in 1 quarter.
  • Wilmington Funds Management's Evercore position peaked at $206K in Q4 2013.
  • 209 funds tracked by Wall St. Rank held Evercore as of Q1 2014.

Based on Wilmington Funds Management's 13F filing for Q1 2014, filed 14 May 2014.