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Evercore Wealth Management’s First Hawaiian FHB Stock Holding History

Evercore Wealth Management’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-275
Closed -$8K – 924
2017
Q2 		$8K Buy
+275
New +$8.03K ﹤0.01% 847

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Evercore Wealth Management sold out of First Hawaiian (FHB) in Q3 2017, closing a stake of 275 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in FHB in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 123 funds tracked by Wall St. Rank hold FHB as of Q3 2017.

  • Evercore Wealth Management reported no remaining First Hawaiian position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 275 First Hawaiian shares in Q3 2017, an estimated $8K.
  • Evercore Wealth Management first reported a position in First Hawaiian in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's First Hawaiian position peaked at $8K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2017.

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