Evercore Wealth Management’s Cimpress CMPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-700	Closed	-$66K	–	913
2017 Q2	$66K	Hold	700	–	–	﹤0.01%	539
2017 Q1	$60K	Hold	700	–	–	﹤0.01%	569
2016 Q4	$64K	Hold	700	–	–	﹤0.01%	561
2016 Q3	$71K	Hold	700	–	–	﹤0.01%	536
2016 Q2	$65K	Hold	700	–	–	﹤0.01%	529
2016 Q1	$63K	Hold	700	–	–	﹤0.01%	527
2015 Q4	$57K	Sell	700 -300	-30%	-$24.8K	﹤0.01%	568
2015 Q3	$76K	Hold	1,000	–	–	﹤0.01%	527
2015 Q2	$84K	Hold	1,000	–	–	﹤0.01%	549
2015 Q1	$84K	Hold	1,000	–	–	﹤0.01%	554
2014 Q4	$74K	Hold	1,000	–	–	﹤0.01%	500
2014 Q3	$54K	Hold	1,000	–	–	﹤0.01%	599
2014 Q2	$40K	Hold	1,000	–	–	﹤0.01%	640
2014 Q1	$49K	Buy	1,000 +300	+43%	+$15.2K	﹤0.01%	600
2013 Q4	$40K	Buy	+700	New	+$38.9K	﹤0.01%	589

Other funds holding CMPR

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evercore Wealth Management's CMPR Position: Q3 2017 in Review

Evercore Wealth Management sold out of Cimpress (CMPR) in Q3 2017, closing a stake of 700 shares — an estimated $66K sold.

Evercore Wealth Management first reported a position in CMPR in Q4 2013 and held it in 15 quarters. The position peaked at $84K in Q2 2015. 127 funds tracked by Wall St. Rank hold CMPR as of Q3 2017.

Evercore Wealth Management reported no remaining Cimpress position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 700 Cimpress shares in Q3 2017, an estimated $66K.
Evercore Wealth Management first reported a position in Cimpress in Q4 2013 and held it in 15 quarters.
Evercore Wealth Management's Cimpress position peaked at $84K in Q2 2015.
127 funds tracked by Wall St. Rank held Cimpress as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.