EWM
ARC

Evercore Wealth Management’s ARC Document Solutions, Inc. ARC Stock Holding History

Evercore Wealth Management’s Portfolio ARC Stock Details ARC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,800
Closed -$12K – 1058
2015
Q4 		$12K Buy
+2,800
New +$14.9K ﹤0.01% 839

Other funds holding ARC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Evercore Wealth Management's ARC Position: Q1 2016 in Review

Evercore Wealth Management sold out of ARC Document Solutions, Inc. (ARC) in Q1 2016, closing a stake of 2,800 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in ARC in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 104 funds tracked by Wall St. Rank hold ARC as of Q1 2016.

  • Evercore Wealth Management reported no remaining ARC Document Solutions, Inc. position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 2,800 ARC Document Solutions, Inc. shares in Q1 2016, an estimated $12K.
  • Evercore Wealth Management first reported a position in ARC Document Solutions, Inc. in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's ARC Document Solutions, Inc. position peaked at $12K in Q4 2015.
  • 104 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.