EWM
ECOM

Evercore Wealth Management’s CHANNELADVISOR CORPORATION ECOM Stock Holding History

Evercore Wealth Management’s Portfolio ECOM Stock Details ECOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-180
Closed -$2K – 962
2017
Q2 		$2K Buy
+180
New +$2.09K ﹤0.01% 945
2017
Q1 		– Sell
-4,300
Closed -$62K – 1051
2016
Q4 		$62K Buy
+4,300
New +$57.2K ﹤0.01% 566

Other funds holding ECOM

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Evercore Wealth Management sold out of CHANNELADVISOR CORPORATION (ECOM) in Q3 2017, closing a stake of 180 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in ECOM in Q4 2016 and held it in 2 quarters. The position peaked at $62K in Q4 2016. 93 funds tracked by Wall St. Rank hold ECOM as of Q3 2017.

  • Evercore Wealth Management reported no remaining CHANNELADVISOR CORPORATION position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 180 CHANNELADVISOR CORPORATION shares in Q3 2017, an estimated $2K.
  • Evercore Wealth Management first reported a position in CHANNELADVISOR CORPORATION in Q4 2016 and held it in 2 quarters.
  • Evercore Wealth Management's CHANNELADVISOR CORPORATION position peaked at $62K in Q4 2016.
  • 93 funds tracked by Wall St. Rank held CHANNELADVISOR CORPORATION as of Q3 2017.

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