EWM
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Evercore Wealth Management’s Flex FLEX Stock Holding History

Evercore Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,123
Closed -$15K – 505
2017
Q4 		$15K Hold
1,123
– – ﹤0.01% 765
2017
Q3 		$14K Hold
1,123
– – ﹤0.01% 761
2017
Q2 		$14K Hold
1,123
– – ﹤0.01% 768
2017
Q1 		$14K Buy
1,123
+745
+197% +$8.92K ﹤0.01% 796
2016
Q4 		$4K Sell
378
-1,035
-73% -$11.1K ﹤0.01% 904
2016
Q3 		$15K Buy
1,413
+378
+37% +$3.67K ﹤0.01% 818
2016
Q2 		$9K Buy
+1,035
New +$9.64K ﹤0.01% 862

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Evercore Wealth Management sold out of Flex (FLEX) in Q1 2018, closing a stake of 1,123 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in FLEX in Q2 2016 and held it in 7 quarters. The position peaked at $15K in Q4 2017. 372 funds tracked by Wall St. Rank hold FLEX as of Q1 2018.

  • Evercore Wealth Management reported no remaining Flex position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,123 Flex shares in Q1 2018, an estimated $15K.
  • Evercore Wealth Management first reported a position in Flex in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's Flex position peaked at $15K in Q4 2017.
  • 372 funds tracked by Wall St. Rank held Flex as of Q1 2018.

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