EWM
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Evercore Wealth Management’s Exponent EXPO Stock Holding History

Evercore Wealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-202
Closed -$6K – 923
2017
Q2 		$6K Buy
+202
New +$6.04K ﹤0.01% 880

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Evercore Wealth Management sold out of Exponent (EXPO) in Q3 2017, closing a stake of 202 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in EXPO in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 183 funds tracked by Wall St. Rank hold EXPO as of Q3 2017.

  • Evercore Wealth Management reported no remaining Exponent position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 202 Exponent shares in Q3 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Exponent in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Exponent position peaked at $6K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held Exponent as of Q3 2017.

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