Evercore Wealth Management’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-22	Closed	-$1K	–	911
2017 Q2	$1K	Sell	22 -174	-89%	-$4.48K	﹤0.01%	951
2017 Q1	$6K	Hold	196	–	–	﹤0.01%	866
2016 Q4	$7K	Hold	196	–	–	﹤0.01%	852
2016 Q3	$7K	Hold	196	–	–	﹤0.01%	898
2016 Q2	$6K	Buy	196 +166	+553%	+$4.59K	﹤0.01%	897
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	921
2015 Q4	$1K	Hold	30	–	–	﹤0.01%	984
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	934
2015 Q2	$1K	Hold	30	–	–	﹤0.01%	1038
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	960
2014 Q4	$2K	Hold	30	–	–	﹤0.01%	837
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	910
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	971
2014 Q1	$1K	Buy	+30	New	+$1.29K	﹤0.01%	895

Other funds holding CAR

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's CAR Position: Q3 2017 in Review

Evercore Wealth Management sold out of Avis (CAR) in Q3 2017, closing a stake of 22 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in CAR in Q1 2014 and held it in 14 quarters. The position peaked at $7K in Q4 2016. 219 funds tracked by Wall St. Rank hold CAR as of Q3 2017.

Evercore Wealth Management reported no remaining Avis position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 22 Avis shares in Q3 2017, an estimated $1K.
Evercore Wealth Management first reported a position in Avis in Q1 2014 and held it in 14 quarters.
Evercore Wealth Management's Avis position peaked at $7K in Q4 2016.
219 funds tracked by Wall St. Rank held Avis as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.