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Evercore Wealth Management’s Elbit Systems ESLT Stock Holding History

Evercore Wealth Management’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-104
Closed -$14K – 479
2017
Q4 		$14K Hold
104
– – ﹤0.01% 772
2017
Q3 		$15K Hold
104
– – ﹤0.01% 750
2017
Q2 		$13K Sell
104
-49
-32% -$5.9K ﹤0.01% 785
2017
Q1 		$17K Buy
153
+69
+82% +$7.8K ﹤0.01% 776
2016
Q4 		$9K Hold
84
– – ﹤0.01% 834
2016
Q3 		$8K Buy
84
+35
+71% +$3.4K ﹤0.01% 886
2016
Q2 		$4K Buy
+49
New +$4.67K ﹤0.01% 943

Other funds holding ESLT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Evercore Wealth Management sold out of Elbit Systems (ESLT) in Q1 2018, closing a stake of 104 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in ESLT in Q2 2016 and held it in 7 quarters. The position peaked at $17K in Q1 2017. 132 funds tracked by Wall St. Rank hold ESLT as of Q1 2018.

  • Evercore Wealth Management reported no remaining Elbit Systems position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 104 Elbit Systems shares in Q1 2018, an estimated $14K.
  • Evercore Wealth Management first reported a position in Elbit Systems in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's Elbit Systems position peaked at $17K in Q1 2017.
  • 132 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2018.

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