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Evercore Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Evercore Wealth Management’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-464
Closed -$26K – 1017
2016
Q2 		$26K Buy
+464
New +$27.1K ﹤0.01% 706
2016
Q1 		– Sell
-68
Closed -$4K – 937
2015
Q4 		$4K Buy
+68
New +$4.43K ﹤0.01% 929

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's ACHC Position: Q3 2016 in Review

Evercore Wealth Management sold out of Acadia Healthcare (ACHC) in Q3 2016, closing a stake of 464 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in ACHC in Q4 2015 and held it in 2 quarters. The position peaked at $26K in Q2 2016. 255 funds tracked by Wall St. Rank hold ACHC as of Q3 2016.

  • Evercore Wealth Management reported no remaining Acadia Healthcare position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 464 Acadia Healthcare shares in Q3 2016, an estimated $26K.
  • Evercore Wealth Management first reported a position in Acadia Healthcare in Q4 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Acadia Healthcare position peaked at $26K in Q2 2016.
  • 255 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.