Evercore Wealth Management’s AdvanSix ASIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-229	Closed	-$10K	–	382
2017 Q4	$10K	Sell	229 -16	-7%	-$685	﹤0.01%	809
2017 Q3	$10K	Sell	245 -6	-2%	-$204	﹤0.01%	790
2017 Q2	$8K	Sell	251 -236	-48%	-$6.72K	﹤0.01%	845
2017 Q1	$14K	Sell	487 -66	-12%	-$1.71K	﹤0.01%	793
2016 Q4	$12K	Buy	+553	New	+$9.94K	﹤0.01%	812

Other funds holding ASIX

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

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

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

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

Evercore Wealth Management sold out of AdvanSix (ASIX) in Q1 2018, closing a stake of 229 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in ASIX in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 400 funds tracked by Wall St. Rank hold ASIX as of Q1 2018.

Evercore Wealth Management reported no remaining AdvanSix position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 229 AdvanSix shares in Q1 2018, an estimated $10K.
Evercore Wealth Management first reported a position in AdvanSix in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's AdvanSix position peaked at $14K in Q1 2017.
400 funds tracked by Wall St. Rank held AdvanSix as of Q1 2018.

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