Evercore Wealth Management’s ChampionX CHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,110	Closed	-$213K	–	428
2018 Q2	$213K	Buy	+5,110	New	+$209K	0.01%	380

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Evercore Wealth Management's CHX Position: Q3 2018 in Review

Evercore Wealth Management sold out of ChampionX (CHX) in Q3 2018, closing a stake of 5,110 shares — an estimated $213K sold.

Evercore Wealth Management first reported a position in CHX in Q2 2018 and held it in 1 quarter. The position peaked at $213K in Q2 2018. 407 funds tracked by Wall St. Rank hold CHX as of Q3 2018.

Evercore Wealth Management reported no remaining ChampionX position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 5,110 ChampionX shares in Q3 2018, an estimated $213K.
Evercore Wealth Management first reported a position in ChampionX in Q2 2018 and held it in 1 quarter.
Evercore Wealth Management's ChampionX position peaked at $213K in Q2 2018.
407 funds tracked by Wall St. Rank held ChampionX as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.