Evercore Wealth Management’s Anixa Biosciences ANIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$1K	–	377
2017 Q4	$1K	Hold	400	–	–	﹤0.01%	896
2017 Q3	$1K	Hold	400	–	–	﹤0.01%	887
2017 Q2	$0	Hold	400	–	–	﹤0.01%	968
2017 Q1	$1K	Hold	400	–	–	﹤0.01%	964
2016 Q4	$2K	Hold	400	–	–	﹤0.01%	939
2016 Q3	$2K	Hold	400	–	–	﹤0.01%	987
2016 Q2	$1K	Hold	400	–	–	﹤0.01%	1000
2016 Q1	$1K	Hold	400	–	–	﹤0.01%	920
2015 Q4	$1K	Hold	400	–	–	﹤0.01%	982
2015 Q3	$2K	Buy	+400	New	+$1.86K	﹤0.01%	922

Other funds holding ANIX

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Evercore Wealth Management sold out of Anixa Biosciences (ANIX) in Q1 2018, closing a stake of 400 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in ANIX in Q3 2015 and held it in 10 quarters. The position peaked at $2K in Q4 2016. 18 funds tracked by Wall St. Rank hold ANIX as of Q1 2018.

Evercore Wealth Management reported no remaining Anixa Biosciences position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 Anixa Biosciences shares in Q1 2018, an estimated $1K.
Evercore Wealth Management first reported a position in Anixa Biosciences in Q3 2015 and held it in 10 quarters.
Evercore Wealth Management's Anixa Biosciences position peaked at $2K in Q4 2016.
18 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2018.

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