EWM
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Evercore Wealth Management’s Freshpet FRPT Stock Holding History

Evercore Wealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-143
Closed -$3K – 509
2017
Q4 		$3K Hold
143
– – ﹤0.01% 877
2017
Q3 		$2K Sell
143
-325
-69% -$5.23K ﹤0.01% 878
2017
Q2 		$8K Buy
+468
New +$6.45K ﹤0.01% 848

Other funds holding FRPT

GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

Evercore Wealth Management sold out of Freshpet (FRPT) in Q1 2018, closing a stake of 143 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in FRPT in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2017. 111 funds tracked by Wall St. Rank hold FRPT as of Q1 2018.

  • Evercore Wealth Management reported no remaining Freshpet position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 143 Freshpet shares in Q1 2018, an estimated $3K.
  • Evercore Wealth Management first reported a position in Freshpet in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Freshpet position peaked at $8K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held Freshpet as of Q1 2018.

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