EWM
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Evercore Wealth Management’s Digi International DGII Stock Holding History

Evercore Wealth Management’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-346
Closed -$4K – 917
2017
Q2 		$4K Buy
+346
New +$3.67K ﹤0.01% 906

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EIG
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PAIM
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Vanguard Group
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Evercore Wealth Management sold out of Digi International (DGII) in Q3 2017, closing a stake of 346 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in DGII in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 113 funds tracked by Wall St. Rank hold DGII as of Q3 2017.

  • Evercore Wealth Management reported no remaining Digi International position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 346 Digi International shares in Q3 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in Digi International in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Digi International position peaked at $4K in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Digi International as of Q3 2017.

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