Appleton Partners’s Everpure Inc P Stock Holding History

Appleton Partners’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-13,828	Closed	-$301K	–	283
2019 Q1	$301K	Hold	13,828	–	–	0.04%	223
2018 Q4	$222K	Hold	13,828	–	–	0.03%	242
2018 Q3	$359K	Hold	13,828	–	–	0.05%	208
2018 Q2	$330K	Buy	+13,828	New	+$304K	0.05%	213

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Appleton Partners's P Position: Q2 2019 in Review

Appleton Partners sold out of Everpure Inc (P) in Q2 2019, closing a stake of 13,828 shares — an estimated $301K sold.

Appleton Partners first reported a position in P in Q2 2018 and held it in 4 quarters. The position peaked at $359K in Q3 2018. 243 funds tracked by Wall St. Rank hold P as of Q2 2019.

Appleton Partners reported no remaining Everpure Inc position as of Q2 2019 after selling out during the quarter.
Appleton Partners sold 13,828 Everpure Inc shares in Q2 2019, an estimated $301K.
Appleton Partners first reported a position in Everpure Inc in Q2 2018 and held it in 4 quarters.
Appleton Partners's Everpure Inc position peaked at $359K in Q3 2018.
243 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2019.

Based on Appleton Partners's 13F filing for Q2 2019, filed 25 Jul 2019.