Benjamin F. Edwards & Company’s Evolent Health EVH Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EVH Stock Details EVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$6K	–	1624
2017 Q4	$6K	Hold	500	–	–	﹤0.01%	1308
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	1185
2017 Q2	$13K	Hold	500	–	–	﹤0.01%	997
2017 Q1	$11K	Hold	500	–	–	﹤0.01%	986
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	1005
2016 Q3	$12K	Buy	+500	New	+$11.7K	﹤0.01%	801

Other funds holding EVH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Benjamin F. Edwards & Company's EVH Position: Q1 2018 in Review

Benjamin F. Edwards & Company sold out of Evolent Health (EVH) in Q1 2018, closing a stake of 500 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in EVH in Q3 2016 and held it in 6 quarters. The position peaked at $13K in Q2 2017. 152 funds tracked by Wall St. Rank hold EVH as of Q1 2018.

Benjamin F. Edwards & Company reported no remaining Evolent Health position as of Q1 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 500 Evolent Health shares in Q1 2018, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in Evolent Health in Q3 2016 and held it in 6 quarters.
Benjamin F. Edwards & Company's Evolent Health position peaked at $13K in Q2 2017.
152 funds tracked by Wall St. Rank held Evolent Health as of Q1 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2018, filed 17 Apr 2018.