EWM
CAKE icon

Evercore Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Evercore Wealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-119
Closed -$6K – 910
2017
Q2 		$6K Buy
+119
New +$7.02K ﹤0.01% 878
2016
Q4 		– Sell
-1,500
Closed -$75K – 1021
2016
Q3 		$75K Hold
1,500
– – ﹤0.01% 523
2016
Q2 		$72K Hold
1,500
– – ﹤0.01% 511
2016
Q1 		$80K Hold
1,500
– – ﹤0.01% 490
2015
Q4 		$69K Hold
1,500
– – ﹤0.01% 536
2015
Q3 		$81K Hold
1,500
– – ﹤0.01% 512
2015
Q2 		$82K Hold
1,500
– – ﹤0.01% 552
2015
Q1 		$74K Hold
1,500
– – ﹤0.01% 575
2014
Q4 		$75K Buy
1,500
+500
+50% +$23.6K ﹤0.01% 498
2014
Q3 		$46K Buy
+1,000
New +$44.8K ﹤0.01% 622

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