Evercore Wealth Management’s Bioverativ Inc. Common Stock BIVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-526	Closed	-$29K	–	901
2017 Q4	$29K	Sell	526 -225	-30%	-$12.3K	﹤0.01%	660
2017 Q3	$43K	Sell	751 -57	-7%	-$3.34K	﹤0.01%	594
2017 Q2	$49K	Sell	808 -1,329	-62%	-$75.7K	﹤0.01%	578
2017 Q1	$116K	Buy	+2,137	New	+$105K	﹤0.01%	452

Other funds holding BIVV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

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

Evercore Wealth Management sold out of Bioverativ Inc. Common Stock (BIVV) in Q1 2018, closing a stake of 526 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in BIVV in Q1 2017 and held it in 4 quarters. The position peaked at $116K in Q1 2017. 2 funds tracked by Wall St. Rank hold BIVV as of Q1 2018.

Evercore Wealth Management reported no remaining Bioverativ Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 526 Bioverativ Inc. Common Stock shares in Q1 2018, an estimated $29K.
Evercore Wealth Management first reported a position in Bioverativ Inc. Common Stock in Q1 2017 and held it in 4 quarters.
Evercore Wealth Management's Bioverativ Inc. Common Stock position peaked at $116K in Q1 2017.
2 funds tracked by Wall St. Rank held Bioverativ Inc. Common Stock as of Q1 2018.

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