EWM
CMBT

Evercore Wealth Management’s CMB.TECH NV CMBT Stock Holding History

Evercore Wealth Management’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-187
Closed -$2K – 827
2017
Q4 		$2K Hold
187
– – ﹤0.01% 892
2017
Q3 		$2K Hold
187
– – ﹤0.01% 882
2017
Q2 		$1K Hold
187
– – ﹤0.01% 959
2017
Q1 		$1K Hold
187
– – ﹤0.01% 972
2016
Q4 		$1K Sell
187
-357
-66% -$2.71K ﹤0.01% 998
2016
Q3 		$4K Buy
544
+67
+14% +$586 ﹤0.01% 967
2016
Q2 		$4K Buy
477
+357
+298% +$3.66K ﹤0.01% 962
2016
Q1 		$1K Buy
+120
New +$1.29K ﹤0.01% 926

Other funds holding CMBT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Evercore Wealth Management's CMBT Position: Q1 2018 in Review

Evercore Wealth Management sold out of CMB.TECH NV (CMBT) in Q1 2018, closing a stake of 187 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in CMBT in Q1 2016 and held it in 8 quarters. The position peaked at $4K in Q3 2016. 68 funds tracked by Wall St. Rank hold CMBT as of Q1 2018.

  • Evercore Wealth Management reported no remaining CMB.TECH NV position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 187 CMB.TECH NV shares in Q1 2018, an estimated $2K.
  • Evercore Wealth Management first reported a position in CMB.TECH NV in Q1 2016 and held it in 8 quarters.
  • Evercore Wealth Management's CMB.TECH NV position peaked at $4K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.