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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return