EWM
AVNS

Evercore Wealth Management’s Avanos Medical AVNS Stock Holding History

Evercore Wealth Management’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18
Closed -$1K – 910
2017
Q3 		$1K Sell
18
-6
-25% -$256 ﹤0.01% 888
2017
Q2 		$1K Sell
24
-31
-56% -$1.17K ﹤0.01% 950
2017
Q1 		$2K Sell
55
-1,625
-97% -$63.3K ﹤0.01% 941
2016
Q4 		$62K Buy
1,680
+1,650
+5,500% +$59K ﹤0.01% 564
2016
Q3 		$1K Hold
30
– – ﹤0.01% 1000
2016
Q2 		$1K Buy
30
+18
+150% +$551 ﹤0.01% 1001
2016
Q1 		$0 Sell
12
-668
-98% -$17.8K ﹤0.01% 942
2015
Q4 		$22K Buy
680
+43
+7% +$1.34K ﹤0.01% 745
2015
Q3 		$18K Buy
637
+563
+761% +$19.6K ﹤0.01% 758
2015
Q2 		$2K Sell
74
-217
-75% -$9.74K ﹤0.01% 1024
2015
Q1 		$13K Sell
291
-361
-55% -$16.7K ﹤0.01% 840
2014
Q4 		$30K Buy
+652
New +$25.6K ﹤0.01% 609

Other funds holding AVNS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evercore Wealth Management's AVNS Position: Q4 2017 in Review

Evercore Wealth Management sold out of Avanos Medical (AVNS) in Q4 2017, closing a stake of 18 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in AVNS in Q4 2014 and held it in 12 quarters. The position peaked at $62K in Q4 2016. 350 funds tracked by Wall St. Rank hold AVNS as of Q4 2017.

  • Evercore Wealth Management reported no remaining Avanos Medical position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 18 Avanos Medical shares in Q4 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Avanos Medical in Q4 2014 and held it in 12 quarters.
  • Evercore Wealth Management's Avanos Medical position peaked at $62K in Q4 2016.
  • 350 funds tracked by Wall St. Rank held Avanos Medical as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.