EWM
CTLP

Evercore Wealth Management’s Cantaloupe CTLP Stock Holding History

Evercore Wealth Management’s Portfolio CTLP Stock Details CTLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,316
Closed -$6K – 979
2017
Q1 		$6K Hold
1,316
– – ﹤0.01% 868
2016
Q4 		$6K Sell
1,316
-684
-34% -$3.11K ﹤0.01% 870
2016
Q3 		$11K Hold
2,000
– – ﹤0.01% 860
2016
Q2 		$9K Hold
2,000
– – ﹤0.01% 861
2016
Q1 		$9K Hold
2,000
– – ﹤0.01% 813
2015
Q4 		$6K Hold
2,000
– – ﹤0.01% 897
2015
Q3 		$5K Hold
2,000
– – ﹤0.01% 887
2015
Q2 		$5K Hold
2,000
– – ﹤0.01% 985
2015
Q1 		$6K Hold
2,000
– – ﹤0.01% 916
2014
Q4 		$3K Hold
2,000
– – ﹤0.01% 818
2014
Q3 		$4K Buy
+2,000
New +$3.96K ﹤0.01% 880

Other funds holding CTLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Evercore Wealth Management's CTLP Position: Q2 2017 in Review

Evercore Wealth Management sold out of Cantaloupe (CTLP) in Q2 2017, closing a stake of 1,316 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in CTLP in Q3 2014 and held it in 11 quarters. The position peaked at $11K in Q3 2016. 78 funds tracked by Wall St. Rank hold CTLP as of Q2 2017.

  • Evercore Wealth Management reported no remaining Cantaloupe position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,316 Cantaloupe shares in Q2 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Cantaloupe in Q3 2014 and held it in 11 quarters.
  • Evercore Wealth Management's Cantaloupe position peaked at $11K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held Cantaloupe as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.