EWM
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Evercore Wealth Management’s Covenant Logistics CVLG Stock Holding History

Evercore Wealth Management’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,700
Closed -$25K – 913
2017
Q3 		$25K Buy
+1,700
New +$18.1K ﹤0.01% 668

Other funds holding CVLG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Evercore Wealth Management's CVLG Position: Q4 2017 in Review

Evercore Wealth Management sold out of Covenant Logistics (CVLG) in Q4 2017, closing a stake of 1,700 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in CVLG in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 114 funds tracked by Wall St. Rank hold CVLG as of Q4 2017.

  • Evercore Wealth Management reported no remaining Covenant Logistics position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,700 Covenant Logistics shares in Q4 2017, an estimated $25K.
  • Evercore Wealth Management first reported a position in Covenant Logistics in Q3 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Covenant Logistics position peaked at $25K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held Covenant Logistics as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.