Evercore Wealth Management’s ESCO Technologies ESE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-250	Closed	-$15K	–	477
2017 Q4	$15K	Hold	250	–	–	﹤0.01%	764
2017 Q3	$15K	Hold	250	–	–	﹤0.01%	749
2017 Q2	$15K	Hold	250	–	–	﹤0.01%	757
2017 Q1	$15K	Sell	250 -112	-31%	-$6.29K	﹤0.01%	787
2016 Q4	$21K	Hold	362	–	–	﹤0.01%	744
2016 Q3	$17K	Hold	362	–	–	﹤0.01%	794
2016 Q2	$14K	Hold	362	–	–	﹤0.01%	804
2016 Q1	$14K	Hold	362	–	–	﹤0.01%	771
2015 Q4	$13K	Hold	362	–	–	﹤0.01%	824
2015 Q3	$13K	Hold	362	–	–	﹤0.01%	808
2015 Q2	$13K	Hold	362	–	–	﹤0.01%	857
2015 Q1	$14K	Hold	362	–	–	﹤0.01%	832
2014 Q4	$13K	Hold	362	–	–	﹤0.01%	720
2014 Q3	$13K	Hold	362	–	–	﹤0.01%	798
2014 Q2	$13K	Hold	362	–	–	﹤0.01%	799
2014 Q1	$13K	Buy	362 +112	+45%	+$3.91K	﹤0.01%	804
2013 Q4	$9K	Hold	250	–	–	﹤0.01%	763
2013 Q3	$8K	Hold	250	–	–	﹤0.01%	779
2013 Q2	$8K	Buy	+250	New	+$8.62K	﹤0.01%	732

Other funds holding ESE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of ESCO Technologies (ESE) in Q1 2018, closing a stake of 250 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in ESE in Q2 2013 and held it in 19 quarters. The position peaked at $21K in Q4 2016. 167 funds tracked by Wall St. Rank hold ESE as of Q1 2018.

Evercore Wealth Management reported no remaining ESCO Technologies position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 250 ESCO Technologies shares in Q1 2018, an estimated $15K.
Evercore Wealth Management first reported a position in ESCO Technologies in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's ESCO Technologies position peaked at $21K in Q4 2016.
167 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2018.

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