Evercore Wealth Management’s EQT Corp EQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,123	Closed	-$97K	–	475
2017 Q4	$97K	Sell	3,123 -3,123	-50%	-$102K	﹤0.01%	467
2017 Q3	$222K	Hold	6,246	–	–	0.01%	349
2017 Q2	$199K	Hold	6,246	–	–	0.01%	368
2017 Q1	$208K	Sell	6,246 -33	-0.5%	-$1.1K	0.01%	358
2016 Q4	$223K	Buy	6,279 +768	+14%	+$28.5K	0.01%	346
2016 Q3	$218K	Hold	5,511	–	–	0.01%	358
2016 Q2	$232K	Hold	5,511	–	–	0.01%	335
2016 Q1	$202K	Buy	5,511 +551	+11%	+$17.6K	0.01%	352
2015 Q4	$141K	Hold	4,960	–	–	0.01%	437
2015 Q3	$175K	Hold	4,960	–	–	0.01%	403
2015 Q2	$219K	Hold	4,960	–	–	0.01%	402
2015 Q1	$224K	Hold	4,960	–	–	0.01%	398
2014 Q4	$205K	Sell	4,960 -53,273	-91%	-$2.52M	0.01%	358
2014 Q3	$2.9M	Hold	58,233	–	–	0.15%	120
2014 Q2	$3.39M	Hold	58,233	–	–	0.17%	110
2014 Q1	$3.07M	Hold	58,233	–	–	0.17%	113
2013 Q4	$2.85M	Sell	58,233 -94	-0.2%	-$4.44K	0.16%	123
2013 Q3	$2.82M	Buy	58,327 +94	+0.2%	+$4.36K	0.16%	136
2013 Q2	$2.52M	Buy	+58,233	New	+$2.39M	0.14%	142

Other funds holding EQT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ALS

Andrew L. Share $214M AUM 14.75% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Evercore Wealth Management's EQT Position: Q1 2018 in Review

Evercore Wealth Management sold out of EQT Corp (EQT) in Q1 2018, closing a stake of 3,123 shares — an estimated $97K sold.

Evercore Wealth Management first reported a position in EQT in Q2 2013 and held it in 19 quarters. The position peaked at $3.39M in Q2 2014. 561 funds tracked by Wall St. Rank hold EQT as of Q1 2018.

Evercore Wealth Management reported no remaining EQT Corp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,123 EQT Corp shares in Q1 2018, an estimated $97K.
Evercore Wealth Management first reported a position in EQT Corp in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's EQT Corp position peaked at $3.39M in Q2 2014.
561 funds tracked by Wall St. Rank held EQT Corp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.