Evercore Wealth Management’s Flowers Foods FLO Stock Holding History

Evercore Wealth Management’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,808	Closed	-$54K	–	506
2017 Q4	$54K	Hold	2,808	–	–	﹤0.01%	571
2017 Q3	$53K	Hold	2,808	–	–	﹤0.01%	567
2017 Q2	$49K	Hold	2,808	–	–	﹤0.01%	577
2017 Q1	$55K	Hold	2,808	–	–	﹤0.01%	583
2016 Q4	$56K	Buy	+2,808	New	+$46.2K	﹤0.01%	587
2014 Q3	–	Sell	-159	Closed	-$3K	–	950
2014 Q2	$3K	Buy	+159	New	+$3.29K	﹤0.01%	949

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Evercore Wealth Management sold out of Flowers Foods (FLO) in Q1 2018, closing a stake of 2,808 shares — an estimated $54K sold.

Evercore Wealth Management first reported a position in FLO in Q2 2014 and held it in 6 quarters. The position peaked at $56K in Q4 2016. 322 funds tracked by Wall St. Rank hold FLO as of Q1 2018.

Evercore Wealth Management reported no remaining Flowers Foods position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,808 Flowers Foods shares in Q1 2018, an estimated $54K.
Evercore Wealth Management first reported a position in Flowers Foods in Q2 2014 and held it in 6 quarters.
Evercore Wealth Management's Flowers Foods position peaked at $56K in Q4 2016.
322 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2018.

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