EWM
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Evercore Wealth Management’s Aecom ACM Stock Holding History

Evercore Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39
Closed -$1K – 965
2017
Q1 		$1K Hold
39
– – ﹤0.01% 963
2016
Q4 		$1K Buy
+39
New +$1.29K ﹤0.01% 965
2016
Q3 		– Sell
-246
Closed -$8K – 1018
2016
Q2 		$8K Buy
+246
New +$7.78K ﹤0.01% 868

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Evercore Wealth Management's ACM Position: Q2 2017 in Review

Evercore Wealth Management sold out of Aecom (ACM) in Q2 2017, closing a stake of 39 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in ACM in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 288 funds tracked by Wall St. Rank hold ACM as of Q2 2017.

  • Evercore Wealth Management reported no remaining Aecom position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 39 Aecom shares in Q2 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Aecom in Q2 2016 and held it in 3 quarters.
  • Evercore Wealth Management's Aecom position peaked at $8K in Q2 2016.
  • 288 funds tracked by Wall St. Rank held Aecom as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.