Evercore Wealth Management’s AeroVironment AVAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,800	Closed	-$271K	–	425
2018 Q2	$271K	Buy	+3,800	New	+$216K	0.01%	344
2018 Q1	–	Sell	-3,800	Closed	-$213K	–	385
2017 Q4	$213K	Sell	3,800 -200	-5%	-$10.2K	0.01%	355
2017 Q3	$216K	Hold	4,000	–	–	0.01%	353
2017 Q2	$153K	Hold	4,000	–	–	0.01%	403
2017 Q1	$112K	Hold	4,000	–	–	﹤0.01%	460
2016 Q4	$107K	Hold	4,000	–	–	﹤0.01%	480
2016 Q3	$98K	Hold	4,000	–	–	﹤0.01%	487
2016 Q2	$111K	Hold	4,000	–	–	﹤0.01%	443
2016 Q1	$113K	Hold	4,000	–	–	0.01%	432
2015 Q4	$118K	Hold	4,000	–	–	0.01%	460
2015 Q3	$80K	Hold	4,000	–	–	﹤0.01%	519
2015 Q2	$104K	Hold	4,000	–	–	﹤0.01%	512
2015 Q1	$106K	Hold	4,000	–	–	﹤0.01%	518
2014 Q4	$109K	Hold	4,000	–	–	0.01%	456
2014 Q3	$120K	Hold	4,000	–	–	0.01%	483
2014 Q2	$127K	Hold	4,000	–	–	0.01%	471
2014 Q1	$161K	Hold	4,000	–	–	0.01%	410
2013 Q4	$117K	Hold	4,000	–	–	0.01%	433
2013 Q3	$92K	Hold	4,000	–	–	0.01%	499
2013 Q2	$81K	Buy	+4,000	New	+$77.7K	﹤0.01%	510

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Evercore Wealth Management's AVAV Position: Q3 2018 in Review

Evercore Wealth Management sold out of AeroVironment (AVAV) in Q3 2018, closing a stake of 3,800 shares — an estimated $271K sold.

Evercore Wealth Management first reported a position in AVAV in Q2 2013 and held it in 20 quarters. The position peaked at $271K in Q2 2018. 226 funds tracked by Wall St. Rank hold AVAV as of Q3 2018.

Evercore Wealth Management reported no remaining AeroVironment position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,800 AeroVironment shares in Q3 2018, an estimated $271K.
Evercore Wealth Management first reported a position in AeroVironment in Q2 2013 and held it in 20 quarters.
Evercore Wealth Management's AeroVironment position peaked at $271K in Q2 2018.
226 funds tracked by Wall St. Rank held AeroVironment as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.