EWM
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Evercore Wealth Management’s Alarm.com ALRM Stock Holding History

Evercore Wealth Management’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-231
Closed -$9K – 906
2017
Q2 		$9K Buy
+231
New +$7.74K ﹤0.01% 829

Other funds holding ALRM

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Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's ALRM Position: Q3 2017 in Review

Evercore Wealth Management sold out of Alarm.com (ALRM) in Q3 2017, closing a stake of 231 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in ALRM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 175 funds tracked by Wall St. Rank hold ALRM as of Q3 2017.

  • Evercore Wealth Management reported no remaining Alarm.com position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 231 Alarm.com shares in Q3 2017, an estimated $9K.
  • Evercore Wealth Management first reported a position in Alarm.com in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Alarm.com position peaked at $9K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held Alarm.com as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.