| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-18 | 2009-09-30 | 13F-HR | Jane Street Holding Llc | Institution | 24,941 | New Holding | 24,941 | 100 % | $814,822 | $782,399 | $-32,423 | -3.97 % | $-32,423 | | | | | | News Article | History of Jane Street Holding Llc Ownership Of Evercore Partners Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 8,150 | Sold Some | -112,774 | -93.26 % | $282,724 | $255,666 | $-27,058 | -9.57 % | $374,410 | | | | | | News Article | History of Amvescap Plc Ownership Of Evercore Partners Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 25,470 | Added More | 11,415 | 81.21 % | $883,554 | $798,994 | $-84,560 | -9.57 % | $-37,898 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Evercore Partners Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 928,266 | Added More | 210,474 | 29.32 % | $32,201,548 | $29,119,704 | $-3,081,843 | -9.57 % | $-698,774 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 8,435 | No Change | 0 | 0 % | $292,779 | $264,606 | $-28,173 | -9.62 % | $0 | | | | | | News Article | History of American International Group Inc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bogle Investment Management L P | Institution | 11,150 | New Holding | 11,150 | 100 % | $387,017 | $349,776 | $-37,241 | -9.62 % | $-37,241 | | | | | | News Article | History of Bogle Investment Management L P Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bridgeway Capital Management Inc | Institution | 129,100 | New Holding | 129,100 | 100 % | $4,481,061 | $4,049,867 | $-431,194 | -9.62 % | $-431,194 | | | | | | News Article | History of Bridgeway Capital Management Inc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citadel L P | Institution | 88,700 | New Holding | 88,700 | 100 % | $3,078,777 | $2,782,519 | $-296,258 | -9.62 % | $-296,258 | | | | | | News Article | History of Citadel L P Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cna Financial Corp | Institution | 2,977 | No Change | 0 | 0 % | $103,332 | $93,388 | $-9,943 | -9.62 % | $0 | | | | | | News Article | History of Cna Financial Corp Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Driehaus Capital Management Llc | Institution | 90,992 | Sold Some | -11,955 | -11.61 % | $3,158,332 | $2,854,419 | $-303,913 | -9.62 % | $39,930 | | | | | | News Article | History of Driehaus Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Employees Retirement System Of Texas | Institution | 23,300 | Added More | 4,600 | 24.59 % | $808,743 | $730,921 | $-77,822 | -9.62 % | $-15,364 | | | | | | News Article | History of Employees Retirement System Of Texas Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 2,006,369 | Added More | 1,793,548 | 842.74 % | $69,641,068 | $62,939,796 | $-6,701,272 | -9.62 % | $-5,990,450 | | | | | | News Article | History of Fmr Corp Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Julius Baer Investment Management Llc | Institution | | Sold All | -55,680 | -100 % | | | | -9.62 % | $185,971 | | | | | | News Article | History of Julius Baer Investment Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Loomis Sayles And Co L P | Institution | 118,536 | New Holding | 118,536 | 100 % | $4,114,385 | $3,718,474 | $-395,910 | -9.62 % | $-395,910 | | | | | | News Article | History of Loomis Sayles And Co L P Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 572 | Sold Some | -965 | -62.78 % | $19,854 | $17,944 | $-1,910 | -9.62 % | $3,223 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 18,883 | New Holding | 18,883 | 100 % | $655,429 | $592,360 | $-63,069 | -9.62 % | $-63,069 | | | | | | News Article | History of Morgan Stanley Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -36,505 | -100 % | | | | -9.62 % | $121,927 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 129,477 | Added More | 19,862 | 18.11 % | $4,494,147 | $4,061,693 | $-432,453 | -9.62 % | $-66,339 | | | | | | News Article | History of Northern Trust Corp Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 400 | Sold Some | -190,366 | -99.79 % | $13,884 | $12,548 | $-1,336 | -9.62 % | $635,822 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 2,185 | Sold Some | -1,053 | -32.52 % | $75,841 | $68,543 | $-7,298 | -9.62 % | $3,517 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Transamerica Investment Management Llc | Institution | 39,485 | Added More | 20,635 | 109.46 % | $1,370,524 | $1,238,644 | $-131,880 | -9.62 % | $-68,921 | | | | | | News Article | History of Transamerica Investment Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 2,567 | Sold Some | -72,995 | -96.60 % | $89,101 | $80,527 | $-8,574 | -9.62 % | $243,803 | | | | | | News Article | History of Us Bancorp De Ownership Of Evercore Partners Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wellington Management Co Llp | Institution | 190,474 | Sold Some | -137,532 | -41.92 % | $6,611,353 | $5,975,169 | $-636,183 | -9.62 % | $459,357 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 77,455 | Sold Some | -165 | -0.21 % | $2,710,925 | $2,429,763 | $-281,162 | -10.37 % | $599 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Arbor Capital Management Llc | Institution | 320,100 | New Holding | 320,100 | 100 % | $11,203,500 | $10,041,537 | $-1,161,963 | -10.37 % | $-1,161,963 | | | | | | News Article | History of Arbor Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 84,544 | Added More | 43,955 | 108.29 % | $2,959,040 | $2,652,145 | $-306,895 | -10.37 % | $-159,557 | | | | | | News Article | History of Axa Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 2,737 | Added More | 2,716 | 12933.33 % | $95,795 | $85,860 | $-9,935 | -10.37 % | $-9,859 | | | | | | News Article | History of Barclays Plc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Brandywine Asset Management Llc | Institution | 48,640 | Sold Some | -67,760 | -58.21 % | $1,702,400 | $1,525,837 | $-176,563 | -10.37 % | $245,969 | | | | | | News Article | History of Brandywine Asset Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Delaware Management Business Trust | Institution | 86,100 | No Change | 0 | 0 % | $3,013,500 | $2,700,957 | $-312,543 | -10.37 % | $0 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 762 | Sold Some | -24,830 | -97.02 % | $26,670 | $23,904 | $-2,766 | -10.37 % | $90,133 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 28,051 | No Change | 0 | 0 % | $981,785 | $879,960 | $-101,825 | -10.37 % | $0 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 381,500 | Added More | 116,516 | 43.97 % | $13,352,500 | $11,967,655 | $-1,384,845 | -10.37 % | $-422,953 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Henderson Group Plc | Institution | 55,927 | New Holding | 55,927 | 100 % | $1,957,445 | $1,754,430 | $-203,015 | -10.37 % | $-203,015 | | | | | | News Article | History of Henderson Group Plc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jacobs Levy Equity Management Inc | Institution | 46,000 | Added More | 27,300 | 145.98 % | $1,610,000 | $1,443,020 | $-166,980 | -10.37 % | $-99,099 | | | | | | News Article | History of Jacobs Levy Equity Management Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jennison Associates Llc | Institution | | Sold All | -175,000 | -100 % | | | | -10.37 % | $635,250 | | | | | | News Article | History of Jennison Associates Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Lord Abbett And Co Llc | Institution | 54,279 | Sold Some | -5,700 | -9.50 % | $1,899,765 | $1,702,732 | $-197,033 | -10.37 % | $20,691 | | | | | | News Article | History of Lord Abbett And Co Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Los Angeles Capital Management And Equity Research Inc | Institution | 8,615 | New Holding | 8,615 | 100 % | $301,525 | $270,253 | $-31,272 | -10.37 % | $-31,272 | | | | | | News Article | History of Los Angeles Capital Management And Equity Research Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 150,809 | Sold Some | -11,700 | -7.19 % | $5,278,315 | $4,730,878 | $-547,437 | -10.37 % | $42,471 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 25,460 | Added More | 19,834 | 352.54 % | $891,100 | $798,680 | $-92,420 | -10.37 % | $-71,997 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Paradigm Asset Management Co Llc | Institution | | Sold All | -1,850 | -100 % | | | | -10.37 % | $6,716 | | | | | | News Article | History of Paradigm Asset Management Co Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Pzena Investment Management Llc | Institution | 181,677 | Sold Some | -28,814 | -13.68 % | $6,358,695 | $5,699,207 | $-659,488 | -10.37 % | $104,595 | | | | | | News Article | History of Pzena Investment Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 22,466 | New Holding | 22,466 | 100 % | $786,310 | $704,758 | $-81,552 | -10.37 % | $-81,552 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 7,564 | New Holding | 7,564 | 100 % | $264,740 | $237,283 | $-27,457 | -10.37 % | $-27,457 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sei Trust Co | Institution | 27,186 | New Holding | 27,186 | 100 % | $951,510 | $852,825 | $-98,685 | -10.37 % | $-98,685 | | | | | | News Article | History of Sei Trust Co Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Spark Lp | Institution | 13,000 | New Holding | 13,000 | 100 % | $455,000 | $407,810 | $-47,190 | -10.37 % | $-47,190 | | | | | | News Article | History of Spark Lp Ownership Of Evercore Partners Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 519,293 | Added More | 102,207 | 24.50 % | $18,175,255 | $16,290,221 | $-1,885,034 | -10.37 % | $-371,011 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allianz Global Investors Of America L P | Institution | | Sold All | -363,800 | -100 % | | | | -7.57 % | $934,966 | | | | | | News Article | History of Allianz Global Investors Of America L P Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 77,595 | New Holding | 77,595 | 100 % | $2,633,574 | $2,434,155 | $-199,419 | -7.57 % | $-199,419 | | | | | | News Article | History of Bank Of America Corp Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 610,696 | Added More | 11,655 | 1.94 % | $20,727,022 | $19,157,534 | $-1,569,489 | -7.57 % | $-29,953 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Cortina Asset Management Llc | Institution | 69,840 | New Holding | 69,840 | 100 % | $2,370,370 | $2,190,881 | $-179,489 | -7.57 % | $-179,489 | | | | | | News Article | History of Cortina Asset Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Franklin Resources Inc | Institution | 140,600 | New Holding | 140,600 | 100 % | $4,771,964 | $4,410,622 | $-361,342 | -7.57 % | $-361,342 | | | | | | News Article | History of Franklin Resources Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Hillsdale Investment Management Inc | Institution | 200 | New Holding | 200 | 100 % | $6,788 | $6,274 | $-514 | -7.57 % | $-514 | | | | | | News Article | History of Hillsdale Investment Management Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 114,155 | Added More | 110,855 | 3359.24 % | $3,874,421 | $3,581,042 | $-293,378 | -7.57 % | $-284,897 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Lsv Asset Management | Institution | 47,800 | Sold Some | -4,600 | -8.77 % | $1,622,332 | $1,499,486 | $-122,846 | -7.57 % | $11,822 | | | | | | News Article | History of Lsv Asset Management Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 53 | New Holding | 53 | 100 % | $1,799 | $1,663 | $-136 | -7.57 % | $-136 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | North Star Investment Management Corp | Institution | | Sold All | -15,425 | -100 % | | | | -7.57 % | $39,642 | | | | | | News Article | History of North Star Investment Management Corp Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | | Sold All | -13 | -100 % | | | | -7.57 % | $33 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 406 | Added More | 6 | 1.50 % | $13,780 | $12,736 | $-1,043 | -7.57 % | $-15 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 462 | Added More | 182 | 65.00 % | $15,680 | $14,493 | $-1,187 | -7.57 % | $-468 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Palisade Capital Management Llc | Institution | | Sold All | -63,600 | -100 % | | | | -7.57 % | $163,452 | | | | | | News Article | History of Palisade Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 256,280 | New Holding | 256,280 | 100 % | $8,698,143 | $8,039,504 | $-658,640 | -7.57 % | $-658,640 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 14,200 | Sold Some | -167,642 | -92.19 % | $481,948 | $445,454 | $-36,494 | -7.57 % | $430,840 | | | | | | News Article | History of Russell Frank Co Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Sovereign Asset Management Corp | Institution | 290,885 | Added More | 111,441 | 62.10 % | $9,872,637 | $9,125,062 | $-747,574 | -7.57 % | $-286,403 | | | | | | News Article | History of Sovereign Asset Management Corp Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Suntrust Banks Inc | Institution | 411,532 | Sold Some | -87,655 | -17.55 % | $13,967,396 | $12,909,759 | $-1,057,637 | -7.57 % | $225,273 | | | | | | News Article | History of Suntrust Banks Inc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | 8,300 | Added More | 7,938 | 2192.81 % | $281,702 | $260,371 | $-21,331 | -7.57 % | $-20,401 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Timessquare Capital Management Llc | Institution | 752,000 | Sold Some | -73,000 | -8.84 % | $25,522,880 | $23,590,240 | $-1,932,640 | -7.57 % | $187,610 | | | | | | News Article | History of Timessquare Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | United Services Automobile Association | Institution | | Sold All | -27,366 | -100 % | | | | -7.57 % | $70,331 | | | | | | News Article | History of United Services Automobile Association Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | 29,700 | No Change | 0 | 0 % | $1,008,018 | $931,689 | $-76,329 | -7.57 % | $0 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Evercore Partners Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Zacks Investment Management | Institution | 25,124 | New Holding | 25,124 | 100 % | $852,709 | $788,140 | $-64,569 | -7.57 % | $-64,569 | | | | | | News Article | History of Zacks Investment Management Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 158,701 | Added More | 141,200 | 806.81 % | $5,389,486 | $4,978,450 | $-411,036 | -7.62 % | $-365,708 | | | | | | News Article | History of American Century Companies Inc Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | | Sold All | -23,085 | -100 % | | | | -7.62 % | $59,790 | | | | | | News Article | History of Citigroup Inc Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 31,907 | New Holding | 31,907 | 100 % | $1,083,562 | $1,000,923 | $-82,639 | -7.62 % | $-82,639 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ig Investment Management Ltd | Institution | 709 | New Holding | 709 | 100 % | $24,078 | $22,241 | $-1,836 | -7.62 % | $-1,836 | | | | | | News Article | History of Ig Investment Management Ltd Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 482,221 | Added More | 78,299 | 19.38 % | $16,376,225 | $15,127,273 | $-1,248,952 | -7.62 % | $-202,794 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 905,600 | Sold Some | -81,450 | -8.25 % | $30,754,176 | $28,408,672 | $-2,345,504 | -7.62 % | $210,956 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | | Sold All | -350 | -100 % | | | | -7.62 % | $907 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Evercore Partners Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 321 | Sold Some | -55,179 | -99.42 % | $10,901 | $10,070 | $-831 | -7.62 % | $142,914 | | | | | | News Article | History of Ubs Ag Ownership Of Evercore Partners Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Cadence Capital Management Llc | Institution | 59,330 | New Holding | 59,330 | 100 % | $1,993,488 | $1,861,182 | $-132,306 | -6.63 % | $-132,306 | | | | | | News Article | History of Cadence Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Deprince Race And Zollo Inc | Institution | | Sold All | -222,144 | -100 % | | | | -6.63 % | $495,381 | | | | | | News Article | History of Deprince Race And Zollo Inc Ownership Of Evercore Partners Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 13,140 | Added More | 7,240 | 122.71 % | $441,504 | $412,202 | $-29,302 | -6.63 % | $-16,145 | | | | | | News Article | History of Federated Investors Inc Ownership Of Evercore Partners Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Massachusetts Financial Services Co | Institution | 135,000 | New Holding | 135,000 | 100 % | $4,536,000 | $4,234,950 | $-301,050 | -6.63 % | $-301,050 | | | | | | News Article | History of Massachusetts Financial Services Co Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Copper Rock Capital Partners Llc | Institution | 227,900 | New Holding | 227,900 | 100 % | $7,308,753 | $7,149,223 | $-159,530 | -2.18 % | $-159,530 | | | | | | News Article | History of Copper Rock Capital Partners Llc Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 10,213 | No Change | 0 | 0 % | $327,531 | $320,382 | $-7,149 | -2.18 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Provident Investment Counsel | Institution | 330,695 | Sold Some | -44,825 | -11.93 % | $10,605,389 | $10,373,902 | $-231,487 | -2.18 % | $31,378 | | | | | | News Article | History of Provident Investment Counsel Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 11,900 | Sold Some | -3,600 | -23.22 % | $381,633 | $373,303 | $-8,330 | -2.18 % | $2,520 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tcw Group Inc | Institution | 420,117 | New Holding | 420,117 | 100 % | $13,473,152 | $13,179,070 | $-294,082 | -2.18 % | $-294,082 | | | | | | News Article | History of Tcw Group Inc Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 28,069 | Sold Some | -90 | -0.31 % | $900,173 | $880,525 | $-19,648 | -2.18 % | $63 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 116,025 | Sold Some | -2,900 | -2.43 % | $3,720,922 | $3,639,704 | $-81,218 | -2.18 % | $2,030 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 12,000 | No Change | 0 | 0 % | $384,840 | $376,440 | $-8,400 | -2.18 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Evercore Partners Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Waddell And Reed Financial Inc | Institution | 64,200 | New Holding | 64,200 | 100 % | $2,058,894 | $2,013,954 | $-44,940 | -2.18 % | $-44,940 | | | | | | News Article | History of Waddell And Reed Financial Inc Ownership Of Evercore Partners Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | | Sold All | -10,300 | -100 % | | | | -3.71 % | $12,463 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Evercore Partners Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 5,071 | Added More | 4,715 | 1324.43 % | $165,213 | $159,077 | $-6,136 | -3.71 % | $-5,705 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Evercore Partners Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 15,039 | Added More | 3 | 0.01 % | $489,971 | $471,773 | $-18,197 | -3.71 % | $-4 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Evercore Partners Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -63 | -100 % | | | | -4.93 % | $103 | | | | | | News Article | History of Private Trust Co Na Ownership Of Evercore Partners Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 163,860 | Sold Some | -81,230 | -33.14 % | $5,407,380 | $5,140,288 | $-267,092 | -4.93 % | $132,405 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Evercore Partners Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 98,300 | Sold Some | -98,300 | -50.00 % | $3,192,784 | $3,083,671 | $-109,113 | -3.41 % | $109,113 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Evercore Partners Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Fiduciary Management Associates Llc | Institution | 230,900 | New Holding | 230,900 | 100 % | $7,536,576 | $7,243,333 | $-293,243 | -3.89 % | $-293,243 | | | | | | News Article | History of Fiduciary Management Associates Llc Ownership Of Evercore Partners Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 9,312 | New Holding | 9,312 | 100 % | $303,944 | $292,117 | $-11,826 | -3.89 % | $-11,826 | | | | | | News Article | History of Oxford Asset Management Ownership Of Evercore Partners Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | 5,238 | Added More | 1,301 | 33.04 % | $170,968 | $164,316 | $-6,652 | -3.89 % | $-1,652 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Evercore Partners Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 108,087 | Sold Some | -7,218 | -6.25 % | $3,538,768 | $3,390,689 | $-148,079 | -4.18 % | $9,889 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Evercore Partners Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | 858 | New Holding | 858 | 100 % | $28,091 | $26,915 | $-1,175 | -4.18 % | $-1,175 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Evercore Partners Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 77,620 | Added More | 73,930 | 2003.52 % | $2,417,863 | $2,434,939 | $17,076 | 0.70 % | $16,265 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Evercore Partners Inc |
| 2009-10-23 | 2009-09-30 | 13F-HR | Magee Thomson Investment Partners Llc | Institution | 100 | No Change | 0 | 0 % | $3,070 | $3,137 | $67 | 2.18 % | $0 | | | | | | News Article | History of Magee Thomson Investment Partners Llc Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Advisors Llc | Institution | 153,400 | New Holding | 153,400 | 100 % | $4,724,720 | $4,812,158 | $87,438 | 1.85 % | $87,438 | | | | | | News Article | History of Blackrock Advisors Llc Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 146,300 | New Holding | 146,300 | 100 % | $4,506,040 | $4,589,431 | $83,391 | 1.85 % | $83,391 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 74,100 | Added More | 72,010 | 3445.45 % | $2,282,280 | $2,324,517 | $42,237 | 1.85 % | $41,046 | | | | | | News Article | History of Blackrock Inc Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 22,433 | Added More | 6,290 | 38.96 % | $690,936 | $703,723 | $12,787 | 1.85 % | $3,585 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Eagle Asset Management Inc | Institution | 759,035 | Added More | 543,050 | 251.42 % | $23,378,278 | $23,810,928 | $432,650 | 1.85 % | $309,539 | | | | | | News Article | History of Eagle Asset Management Inc Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR/A | Ned Davis Research | Institution | 1,000 | Sold Some | -500 | -33.33 % | $30,800 | $31,370 | $570 | 1.85 % | $-285 | | | | | | News Article | History of Ned Davis Research Ownership Of Evercore Partners Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Regions Financial Corp | Institution | 15,581 | New Holding | 15,581 | 100 % | $479,895 | $488,776 | $8,881 | 1.85 % | $8,881 | | | | | | News Article | History of Regions Financial Corp Ownership Of Evercore Partners Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 83,824 | Sold Some | -99,268 | -54.21 % | $2,590,162 | $2,629,559 | $39,397 | 1.52 % | $-46,656 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Evercore Partners Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 31,200 | Added More | 1,500 | 5.05 % | $1,002,144 | $978,744 | $-23,400 | -2.33 % | $-1,125 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Evercore Partners Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 56,198 | Added More | 27,798 | 97.88 % | $1,844,418 | $1,762,931 | $-81,487 | -4.41 % | $-40,307 | | | | | | News Article | History of Strs Ohio Ownership Of Evercore Partners Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Harris Financial Corp | Institution | 75,000 | No Change | 0 | 0 % | $2,474,250 | $2,352,750 | $-121,500 | -4.91 % | $0 | | | | | | News Article | History of Harris Financial Corp Ownership Of Evercore Partners Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 12,710 | No Change | 0 | 0 % | $419,303 | $398,713 | $-20,590 | -4.91 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Evercore Partners Inc |
| 2009-10-14 | 2009-09-30 | 13F-HR | Dalton Greiner Hartman Maher And Co | Institution | 198,889 | Added More | 9,392 | 4.95 % | $6,463,893 | $6,239,148 | $-224,745 | -3.47 % | $-10,613 | | | | | | News Article | History of Dalton Greiner Hartman Maher And Co Ownership Of Evercore Partners Inc |
| 2009-10-14 | 2009-09-30 | 13F-HR | Dorsey Wright Associates | Institution | 26 | No Change | 0 | 0 % | $845 | $816 | $-29 | -3.47 % | $0 | | | | | | News Article | History of Dorsey Wright Associates Ownership Of Evercore Partners Inc |
| 2009-10-14 | 2009-09-30 | 13F-HR | Hennessy Advisors Inc | Institution | 29,000 | Sold Some | -1,000 | -3.33 % | $942,500 | $909,730 | $-32,770 | -3.47 % | $1,130 | | | | | | News Article | History of Hennessy Advisors Inc Ownership Of Evercore Partners Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 19,833 | Sold Some | -1,119 | -5.34 % | $564,844 | $622,161 | $57,317 | 10.14 % | $-3,234 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Evercore Partners Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard Explorer Fund - Vanguard Explorer Fund | Small-Cap Growth | 31,100 | New Holding | 31,100 | 100 % | $886,350 | $975,607 | $89,257 | 10.07 % | $89,257 | | | | | | News Article | History of Vanguard Explorer Fund - Vanguard Explorer Fund Ownership Of Evercore Partners Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -1,110 | -100 % | | | | 4.95 % | $-1,643 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Evercore Partners Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -2,200 | -100 % | | | | 4.95 % | $-3,256 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Evercore Partners Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares | No Data | | Sold All | -8,880 | -100 % | | | | 10.53 % | $-26,551 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares Ownership Of Evercore Partners Inc |
| 2009-09-17 | 2009-06-30 | 13F-HR/A | Delaware Management Business Trust | Institution | 86,100 | Added More | 58,700 | 214.23 % | $2,503,788 | $2,700,957 | $197,169 | 7.87 % | $134,423 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Evercore Partners Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 599,041 | Added More | 253,803 | 73.51 % | $15,670,913 | $18,791,916 | $3,121,004 | 19.91 % | $1,322,314 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Evercore Partners Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Occ Opportunity Fund | Specialty & Misc | 70,163 | Sold Some | -12,412 | -15.03 % | $1,678,299 | $2,201,013 | $522,714 | 31.14 % | $-92,469 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Occ Opportunity Fund Ownership Of Evercore Partners Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Calvert Variable Series Inc - Ameritas Small Company Equity Portfolio | Small-Cap Core | 13,600 | Sold Some | -3,300 | -19.52 % | $325,312 | $426,632 | $101,320 | 31.14 % | $-24,585 | | | | | | News Article | History of Calvert Variable Series Inc - Ameritas Small Company Equity Portfolio Ownership Of Evercore Partners Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 2,010 | Added More | 1,310 | 187.14 % | $46,592 | $63,054 | $16,462 | 35.33 % | $10,729 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Evercore Partners Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 18,600 | Sold Some | -2,900 | -13.48 % | $431,148 | $583,482 | $152,334 | 35.33 % | $-23,751 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Evercore Partners Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Jpmorgan Small Cap Core Equity Portfolio | Small-Cap Core | 40,751 | New Holding | 40,751 | 100 % | $937,273 | $1,278,359 | $341,086 | 36.39 % | $341,086 | | | | | | News Article | History of Ing Investors Trust - Ing Jpmorgan Small Cap Core Equity Portfolio Ownership Of Evercore Partners Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 1,660 | Added More | 1,290 | 348.64 % | $38,180 | $52,074 | $13,894 | 36.39 % | $10,797 | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Evercore Partners Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 120,924 | Sold Some | -54,798 | -31.18 % | $2,998,915 | $3,793,386 | $794,471 | 26.49 % | $-360,023 | | | | | | News Article | History of Amvescap Plc Ownership Of Evercore Partners Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 212,821 | Sold Some | -562,389 | -72.54 % | $5,277,961 | $6,676,195 | $1,398,234 | 26.49 % | $-3,694,896 | | | | | | News Article | History of Fmr Corp Ownership Of Evercore Partners Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Tiaa Separate Account Va 1 - Stock Index Account | Specialty & Misc | 528 | New Holding | 528 | 100 % | $13,094 | $16,563 | $3,469 | 26.49 % | $3,469 | | | | | | News Article | History of Tiaa Separate Account Va 1 - Stock Index Account Ownership Of Evercore Partners Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Legg Mason Investors Trust Inc - Balanced Trust | Flexible Portfolio | 6,500 | No Change | 0 | 0 % | $164,710 | $203,905 | $39,195 | 23.79 % | $0 | | | | | | News Article | History of Legg Mason Investors Trust Inc - Balanced Trust Ownership Of Evercore Partners Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 717,792 | Sold Some | -239,421 | -25.01 % | $18,188,849 | $22,517,135 | $4,328,286 | 23.79 % | $-1,443,709 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Evercore Partners Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds - Vanguard Capital Value Fund | Multi-Cap Value | 1,340 | New Holding | 1,340 | 100 % | $33,956 | $42,036 | $8,080 | 23.79 % | $8,080 | | | | | | News Article | History of Vanguard Malvern Funds - Vanguard Capital Value Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 7,034 | Added More | 837 | 13.50 % | $177,960 | $220,657 | $42,696 | 23.99 % | $5,081 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 65,200 | Added More | 600 | 0.92 % | $1,649,560 | $2,045,324 | $395,764 | 23.99 % | $3,642 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 50,498 | New Holding | 50,498 | 100 % | $1,277,599 | $1,584,122 | $306,523 | 23.99 % | $306,523 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 111,300 | Added More | 1,200 | 1.08 % | $2,815,890 | $3,491,481 | $675,591 | 23.99 % | $7,284 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Value Index Fund | Large-Cap Value | 28,180 | New Holding | 28,180 | 100 % | $712,954 | $884,007 | $171,053 | 23.99 % | $171,053 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 4,600 | Added More | 1,700 | 58.62 % | $116,380 | $144,302 | $27,922 | 23.99 % | $10,319 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 2,900 | No Change | 0 | 0 % | $73,370 | $90,973 | $17,603 | 23.99 % | $0 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Evercore Partners Inc |
| 2009-08-21 | 2009-06-30 | 13F-HR | Dalton Greiner Hartman Maher And Co | Institution | 189,497 | Sold Some | -4,810 | -2.47 % | $4,417,175 | $5,944,521 | $1,527,346 | 34.57 % | $-38,769 | | | | | | News Article | History of Dalton Greiner Hartman Maher And Co Ownership Of Evercore Partners Inc |
| 2009-08-20 | 2009-06-30 | 13F-HR/A | Driehaus Capital Management Llc | Institution | 102,947 | Added More | 43,447 | 73.02 % | $2,317,337 | $3,229,447 | $912,110 | 39.36 % | $384,940 | | | | | | News Article | History of Driehaus Capital Management Llc Ownership Of Evercore Partners Inc |
| 2009-08-20 | 2009-03-31 | 13F-HR/A | Driehaus Capital Management Llc | Institution | 59,500 | New Holding | 59,500 | 100 % | $1,339,345 | $1,866,515 | $527,170 | 39.36 % | $527,170 | | | | | | News Article | History of Driehaus Capital Management Llc Ownership Of Evercore Partners Inc |
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