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Evercore Wealth Management’s ATI ATI Stock Holding History

Evercore Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,075
Closed -$50K – 383
2017
Q4 		$50K Buy
+2,075
New +$49.4K ﹤0.01% 580
2017
Q2 		– Sell
-168
Closed -$3K – 969
2017
Q1 		$3K Hold
168
– – ﹤0.01% 915
2016
Q4 		$3K Hold
168
– – ﹤0.01% 918
2016
Q3 		$3K Hold
168
– – ﹤0.01% 973
2016
Q2 		$2K Buy
+168
New +$2.4K ﹤0.01% 988

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evercore Wealth Management sold out of ATI (ATI) in Q1 2018, closing a stake of 2,075 shares — an estimated $50K sold.

Evercore Wealth Management first reported a position in ATI in Q2 2016 and held it in 5 quarters. The position peaked at $50K in Q4 2017. 305 funds tracked by Wall St. Rank hold ATI as of Q1 2018.

  • Evercore Wealth Management reported no remaining ATI position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,075 ATI shares in Q1 2018, an estimated $50K.
  • Evercore Wealth Management first reported a position in ATI in Q2 2016 and held it in 5 quarters.
  • Evercore Wealth Management's ATI position peaked at $50K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held ATI as of Q1 2018.

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