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EWM
Evercore Wealth Management’s
Carnival Corporation Ltd
CCL
Stock Holding History
Evercore Wealth Management’s Portfolio
CCL Stock Details
CCL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-3,548
Closed
-$226K
–
374
2018
Q3
$226K
Sell
3,548
-2,112
-37%
-$128K
0.01%
385
2018
Q2
$324K
Buy
+5,660
New
+$359K
0.01%
317
2018
Q1
–
Sell
-300
Closed
-$20K
–
417
2017
Q4
$20K
Hold
300
–
–
﹤0.01%
730
2017
Q3
$19K
Hold
300
–
–
﹤0.01%
721
2017
Q2
$20K
Hold
300
–
–
﹤0.01%
720
2017
Q1
$18K
Sell
300
-30
-9%
-$1.68K
﹤0.01%
767
2016
Q4
$18K
Buy
330
+30
+10%
+$1.5K
﹤0.01%
760
2016
Q3
$15K
Hold
300
–
–
﹤0.01%
817
2016
Q2
$13K
Hold
300
–
–
﹤0.01%
820
2016
Q1
$16K
Sell
300
-56
-16%
-$2.71K
﹤0.01%
751
2015
Q4
$19K
Buy
356
+56
+19%
+$2.9K
﹤0.01%
776
2015
Q3
$15K
Hold
300
–
–
﹤0.01%
784
2015
Q2
$15K
Hold
300
–
–
﹤0.01%
837
2015
Q1
$14K
Hold
300
–
–
﹤0.01%
830
2014
Q4
$14K
Hold
300
–
–
﹤0.01%
709
2014
Q3
$12K
Hold
300
–
–
﹤0.01%
801
2014
Q2
$11K
Hold
300
–
–
﹤0.01%
821
2014
Q1
$11K
Hold
300
–
–
﹤0.01%
813
2013
Q4
$12K
Hold
300
–
–
﹤0.01%
743
2013
Q3
$10K
Hold
300
–
–
﹤0.01%
751
2013
Q2
$10K
Buy
+300
New
+$10.2K
﹤0.01%
721
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1-Year Est. Return
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1-Year Est. Return
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$127B AUM
44.11%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
LCOV
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$16.2B AUM
17.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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