Evercore Wealth Management
CTWS

Evercore Wealth Management’s Connecticut Water Service Inc CTWS Stock Holding History

Evercore Wealth Management’s Portfolio CTWS Stock Details CTWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19,228
Closed -$1.35M – 412
2019
Q3 		$1.35M Hold
19,228
– – 0.04% 176
2019
Q2 		$1.34M Sell
19,228
-17,475
-48% -$1.21M 0.04% 173
2019
Q1 		$2.52M Buy
+36,703
New +$2.47M 0.08% 129

Evercore Wealth Management's CTWS Position: Q4 2019 in Review

Evercore Wealth Management sold out of Connecticut Water Service Inc (CTWS) in Q4 2019, closing a stake of 19,228 shares — an estimated $1.35M sold.

Evercore Wealth Management first reported a position in CTWS in Q1 2019 and held it in 3 quarters. The position peaked at $2.52M in Q1 2019. 0 funds tracked by Wall St. Rank hold CTWS as of Q4 2019.

  • Evercore Wealth Management reported no remaining Connecticut Water Service Inc position as of Q4 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 19,228 Connecticut Water Service Inc shares in Q4 2019, an estimated $1.35M.
  • Evercore Wealth Management first reported a position in Connecticut Water Service Inc in Q1 2019 and held it in 3 quarters.
  • Evercore Wealth Management's Connecticut Water Service Inc position peaked at $2.52M in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Connecticut Water Service Inc as of Q4 2019.

Based on Evercore Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.