EWM
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Evercore Wealth Management’s Popular Inc BPOP Stock Holding History

Evercore Wealth Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-442
Closed -$19K – 989
2016
Q4 		$19K Hold
442
– – ﹤0.01% 756
2016
Q3 		$17K Buy
+442
New +$15.7K ﹤0.01% 793

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's BPOP Position: Q1 2017 in Review

Evercore Wealth Management sold out of Popular Inc (BPOP) in Q1 2017, closing a stake of 442 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in BPOP in Q3 2016 and held it in 2 quarters. The position peaked at $19K in Q4 2016. 230 funds tracked by Wall St. Rank hold BPOP as of Q1 2017.

  • Evercore Wealth Management reported no remaining Popular Inc position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 442 Popular Inc shares in Q1 2017, an estimated $19K.
  • Evercore Wealth Management first reported a position in Popular Inc in Q3 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Popular Inc position peaked at $19K in Q4 2016.
  • 230 funds tracked by Wall St. Rank held Popular Inc as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.