EWM
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Evercore Wealth Management’s Avnet AVT Stock Holding History

Evercore Wealth Management’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-83
Closed -$3K – 1022
2016
Q2 		$3K Buy
+83
New +$3.46K ﹤0.01% 971

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Evercore Wealth Management's AVT Position: Q3 2016 in Review

Evercore Wealth Management sold out of Avnet (AVT) in Q3 2016, closing a stake of 83 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in AVT in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 358 funds tracked by Wall St. Rank hold AVT as of Q3 2016.

  • Evercore Wealth Management reported no remaining Avnet position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 83 Avnet shares in Q3 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Avnet in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Avnet position peaked at $3K in Q2 2016.
  • 358 funds tracked by Wall St. Rank held Avnet as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.