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

Evercore Wealth Management’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-40
Closed -$2K – 912
2017
Q3 		$2K Sell
40
-92
-70% -$4.39K ﹤0.01% 877
2017
Q2 		$7K Buy
+132
New +$6.45K ﹤0.01% 856

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HA
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Dimensional Fund Advisors
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
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WCM Investment Management
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Northern Trust
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Evercore Wealth Management's CASS Position: Q4 2017 in Review

Evercore Wealth Management sold out of Cass Information Systems (CASS) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in CASS in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 107 funds tracked by Wall St. Rank hold CASS as of Q4 2017.

  • Evercore Wealth Management reported no remaining Cass Information Systems position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 40 Cass Information Systems shares in Q4 2017, an estimated $2K.
  • Evercore Wealth Management first reported a position in Cass Information Systems in Q2 2017 and held it in 2 quarters.
  • Evercore Wealth Management's Cass Information Systems position peaked at $7K in Q2 2017.
  • 107 funds tracked by Wall St. Rank held Cass Information Systems as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.