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Evercore Wealth Management’s Ametek AME Stock Holding History

Evercore Wealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-26
Closed -$1K – 985
2016
Q4 		$1K Buy
+26
New +$1.23K ﹤0.01% 966
2015
Q3 		– Sell
-56
Closed -$3K – 952
2015
Q2 		$3K Buy
+56
New +$3K ﹤0.01% 1006

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evercore Wealth Management's AME Position: Q1 2017 in Review

Evercore Wealth Management sold out of Ametek (AME) in Q1 2017, closing a stake of 26 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in AME in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 480 funds tracked by Wall St. Rank hold AME as of Q1 2017.

  • Evercore Wealth Management reported no remaining Ametek position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 26 Ametek shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Ametek in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Ametek position peaked at $3K in Q2 2015.
  • 480 funds tracked by Wall St. Rank held Ametek as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.