Evercore Wealth Management’s Calavo Growers CVGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-161	Closed	-$11K	–	915
2017 Q2	$11K	Sell	161 -339	-68%	-$22.8K	﹤0.01%	805
2017 Q1	$30K	Hold	500	–	–	﹤0.01%	686
2016 Q4	$31K	Hold	500	–	–	﹤0.01%	689
2016 Q3	$33K	Hold	500	–	–	﹤0.01%	686
2016 Q2	$33K	Hold	500	–	–	﹤0.01%	661
2016 Q1	$29K	Hold	500	–	–	﹤0.01%	664
2015 Q4	$24K	Hold	500	–	–	﹤0.01%	730
2015 Q3	$22K	Hold	500	–	–	﹤0.01%	724
2015 Q2	$26K	Hold	500	–	–	﹤0.01%	743
2015 Q1	$26K	Hold	500	–	–	﹤0.01%	738
2014 Q4	$24K	Buy	+500	New	+$22.9K	﹤0.01%	645

Other funds holding CVGW

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Evercore Wealth Management sold out of Calavo Growers (CVGW) in Q3 2017, closing a stake of 161 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in CVGW in Q4 2014 and held it in 11 quarters. The position peaked at $33K in Q3 2016. 193 funds tracked by Wall St. Rank hold CVGW as of Q3 2017.

Evercore Wealth Management reported no remaining Calavo Growers position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 161 Calavo Growers shares in Q3 2017, an estimated $11K.
Evercore Wealth Management first reported a position in Calavo Growers in Q4 2014 and held it in 11 quarters.
Evercore Wealth Management's Calavo Growers position peaked at $33K in Q3 2016.
193 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2017.

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