EWM
ARRS

Evercore Wealth Management’s ARRIS International plc Ordinary Shares ARRS Stock Holding History

Evercore Wealth Management’s Portfolio ARRS Stock Details ARRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-238
Closed -$6K – 888
2017
Q4 		$6K Hold
238
– – ﹤0.01% 851
2017
Q3 		$7K Hold
238
– – ﹤0.01% 824
2017
Q2 		$7K Hold
238
– – ﹤0.01% 873
2017
Q1 		$6K Hold
238
– – ﹤0.01% 875
2016
Q4 		$7K Hold
238
– – ﹤0.01% 863
2016
Q3 		$7K Hold
238
– – ﹤0.01% 909
2016
Q2 		$5K Buy
+238
New +$5.4K ﹤0.01% 932

Other funds holding ARRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of ARRIS International plc Ordinary Shares (ARRS) in Q1 2018, closing a stake of 238 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in ARRS in Q2 2016 and held it in 7 quarters. The position peaked at $7K in Q3 2017. 278 funds tracked by Wall St. Rank hold ARRS as of Q1 2018.

  • Evercore Wealth Management reported no remaining ARRIS International plc Ordinary Shares position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 238 ARRIS International plc Ordinary Shares shares in Q1 2018, an estimated $6K.
  • Evercore Wealth Management first reported a position in ARRIS International plc Ordinary Shares in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's ARRIS International plc Ordinary Shares position peaked at $7K in Q3 2017.
  • 278 funds tracked by Wall St. Rank held ARRIS International plc Ordinary Shares as of Q1 2018.

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