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Evercore Wealth Management’s Coty COTY Stock Holding History

Evercore Wealth Management’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,901
Closed -$38K – 435
2017
Q4 		$38K Sell
1,901
-2,996
-61% -$51.1K ﹤0.01% 621
2017
Q3 		$81K Sell
4,897
-701
-13% -$12.7K ﹤0.01% 499
2017
Q2 		$105K Hold
5,598
– – ﹤0.01% 457
2017
Q1 		$101K Sell
5,598
-4,600
-45% -$87K ﹤0.01% 482
2016
Q4 		$187K Buy
+10,198
New +$211K 0.01% 385

Other funds holding COTY

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Evercore Wealth Management sold out of Coty (COTY) in Q1 2018, closing a stake of 1,901 shares — an estimated $38K sold.

Evercore Wealth Management first reported a position in COTY in Q4 2016 and held it in 5 quarters. The position peaked at $187K in Q4 2016. 373 funds tracked by Wall St. Rank hold COTY as of Q1 2018.

  • Evercore Wealth Management reported no remaining Coty position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,901 Coty shares in Q1 2018, an estimated $38K.
  • Evercore Wealth Management first reported a position in Coty in Q4 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Coty position peaked at $187K in Q4 2016.
  • 373 funds tracked by Wall St. Rank held Coty as of Q1 2018.

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