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Evercore Wealth Management’s Baker Hughes BKR Stock Holding History

Evercore Wealth Management’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,500
Closed -$237K – 400
2017
Q4 		$237K Sell
7,500
-621
-8% -$19.9K 0.01% 337
2017
Q3 		$297K Buy
+8,121
New +$288K 0.01% 315

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Evercore Wealth Management sold out of Baker Hughes (BKR) in Q1 2018, closing a stake of 7,500 shares — an estimated $237K sold.

Evercore Wealth Management first reported a position in BKR in Q3 2017 and held it in 2 quarters. The position peaked at $297K in Q3 2017. 512 funds tracked by Wall St. Rank hold BKR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Baker Hughes position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 7,500 Baker Hughes shares in Q1 2018, an estimated $237K.
  • Evercore Wealth Management first reported a position in Baker Hughes in Q3 2017 and held it in 2 quarters.
  • Evercore Wealth Management's Baker Hughes position peaked at $297K in Q3 2017.
  • 512 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2018.

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