Evercore Wealth Management’s CA, Inc. CA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,064	Closed	-$444K	–	432
2018 Q3	$444K	Sell	10,064 -7,436	-42%	-$320K	0.01%	289
2018 Q2	$624K	Buy	+17,500	New	+$617K	0.02%	248
2018 Q1	–	Sell	-300	Closed	-$10K	–	911
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	815
2017 Q3	$10K	Hold	300	–	–	﹤0.01%	798
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	828
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	831
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	831
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	875
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	856
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	819
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	872
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	863
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	941
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	871
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	758
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	838
2014 Q2	$9K	Buy	+300	New	+$8.88K	﹤0.01%	856
2013 Q4	–	Sell	-300	Closed	-$9K	–	1048
2013 Q3	$9K	Buy	+300	New	+$8.99K	﹤0.01%	775

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Evercore Wealth Management's CA Position: Q4 2018 in Review

Evercore Wealth Management sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 10,064 shares — an estimated $444K sold.

Evercore Wealth Management first reported a position in CA in Q3 2013 and held it in 18 quarters. The position peaked at $624K in Q2 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Evercore Wealth Management reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,064 CA, Inc. shares in Q4 2018, an estimated $444K.
Evercore Wealth Management first reported a position in CA, Inc. in Q3 2013 and held it in 18 quarters.
Evercore Wealth Management's CA, Inc. position peaked at $624K in Q2 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.