Evercore Wealth Management’s Ambarella AMBA Stock Holding History

Evercore Wealth Management’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$29K	–	373
2017 Q4	$29K	Sell	500 -500	-50%	-$27.8K	﹤0.01%	653
2017 Q3	$49K	Hold	1,000	–	–	﹤0.01%	574
2017 Q2	$49K	Hold	1,000	–	–	﹤0.01%	575
2017 Q1	$55K	Hold	1,000	–	–	﹤0.01%	582
2016 Q4	$54K	Sell	1,000 -100	-9%	-$6.03K	﹤0.01%	595
2016 Q3	$81K	Hold	1,100	–	–	﹤0.01%	514
2016 Q2	$56K	Hold	1,100	–	–	﹤0.01%	557
2016 Q1	$49K	Hold	1,100	–	–	﹤0.01%	567
2015 Q4	$61K	Sell	1,100 -100	-8%	-$5.64K	﹤0.01%	558
2015 Q3	$69K	Hold	1,200	–	–	﹤0.01%	541
2015 Q2	$123K	Hold	1,200	–	–	0.01%	495
2015 Q1	$91K	Sell	1,200 -300	-20%	-$18.2K	﹤0.01%	542
2014 Q4	$76K	Buy	1,500 +500	+50%	+$23.4K	﹤0.01%	495
2014 Q3	$44K	Hold	1,000	–	–	﹤0.01%	629
2014 Q2	$31K	Hold	1,000	–	–	﹤0.01%	672
2014 Q1	$27K	Buy	+1,000	New	+$30.6K	﹤0.01%	699

Other funds holding AMBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's AMBA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Ambarella (AMBA) in Q1 2018, closing a stake of 500 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in AMBA in Q1 2014 and held it in 16 quarters. The position peaked at $123K in Q2 2015. 220 funds tracked by Wall St. Rank hold AMBA as of Q1 2018.

Evercore Wealth Management reported no remaining Ambarella position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Ambarella shares in Q1 2018, an estimated $29K.
Evercore Wealth Management first reported a position in Ambarella in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Ambarella position peaked at $123K in Q2 2015.
220 funds tracked by Wall St. Rank held Ambarella as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.