WEC
EVR icon

Winslow Evans & Crocker’s Evercore EVR Stock Holding History

Winslow Evans & Crocker’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
2017
Q3 		– Sell
-875
Closed -$68.2K – 1149
2017
Q2 		$68.2K Sell
875
-3,375
-79% -$245K 0.02% 495
2017
Q1 		$331K Buy
+4,250
New +$330K 0.1% 207
2014
Q4 		– Sell
-92
Closed -$4.32K – 1330
2014
Q3 		$4.32K Sell
92
-42
-31% -$2.18K ﹤0.01% 1130
2014
Q2 		$7.72K Hold
134
– – ﹤0.01% 919
2014
Q1 		$7.4K Hold
134
– – ﹤0.01% 924
2013
Q4 		$8K Buy
+134
New +$7.13K ﹤0.01% 984

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Winslow Evans & Crocker's EVR Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Evercore (EVR) in Q3 2017, closing a stake of 875 shares — an estimated $68.2K sold.

Winslow Evans & Crocker first reported a position in EVR in Q4 2013 and held it in 6 quarters. The position peaked at $331K in Q1 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining Evercore position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 875 Evercore shares in Q3 2017, an estimated $68.2K.
  • Winslow Evans & Crocker first reported a position in Evercore in Q4 2013 and held it in 6 quarters.
  • Winslow Evans & Crocker's Evercore position peaked at $331K in Q1 2017.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.