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Evercore Wealth Management’s FirstCash FCFS Stock Holding History

Evercore Wealth Management’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$13K – 497
2017
Q4 		$13K Hold
200
– – ﹤0.01% 780
2017
Q3 		$13K Hold
200
– – ﹤0.01% 763
2017
Q2 		$12K Hold
200
– – ﹤0.01% 792
2017
Q1 		$10K Buy
+200
New +$8.9K ﹤0.01% 824
2016
Q4 		– Sell
-425
Closed -$20K – 1046
2016
Q3 		$20K Buy
+425
New +$21.4K ﹤0.01% 767

Other funds holding FCFS

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Evercore Wealth Management sold out of FirstCash (FCFS) in Q1 2018, closing a stake of 200 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in FCFS in Q3 2016 and held it in 5 quarters. The position peaked at $20K in Q3 2016. 247 funds tracked by Wall St. Rank hold FCFS as of Q1 2018.

  • Evercore Wealth Management reported no remaining FirstCash position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 200 FirstCash shares in Q1 2018, an estimated $13K.
  • Evercore Wealth Management first reported a position in FirstCash in Q3 2016 and held it in 5 quarters.
  • Evercore Wealth Management's FirstCash position peaked at $20K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held FirstCash as of Q1 2018.

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