EWM
CASS icon

Evercore Wealth Management’s Cass Information Systems CASS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-30
Closed -$2K 911
2017
Q3
$2K Sell
30
-70
-70% -$4.67K ﹤0.01% 877
2017
Q2
$7K Buy
+100
New +$7K ﹤0.01% 854