Evercore Wealth Management’s Gen Digital GEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$14K	–	514
2017 Q4	$14K	Hold	500	–	–	﹤0.01%	773
2017 Q3	$16K	Hold	500	–	–	﹤0.01%	740
2017 Q2	$14K	Sell	500 -506	-50%	-$15.3K	﹤0.01%	770
2017 Q1	$31K	Hold	1,006	–	–	﹤0.01%	681
2016 Q4	$24K	Hold	1,006	–	–	﹤0.01%	726
2016 Q3	$25K	Hold	1,006	–	–	﹤0.01%	734
2016 Q2	$21K	Buy	+1,006	New	+$18.1K	﹤0.01%	745
2016 Q1	–	Sell	-476	Closed	-$10K	–	965
2015 Q4	$10K	Buy	+476	New	+$9.68K	﹤0.01%	852
2015 Q1	–	Sell	-102	Closed	-$3K	–	1008
2014 Q4	$3K	Buy	+102	New	+$2.54K	﹤0.01%	820
2013 Q4	–	Sell	-216	Closed	-$5K	–	900
2013 Q3	$5K	Buy	+216	New	+$5.42K	﹤0.01%	842

Other funds holding GEN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Evercore Wealth Management sold out of Gen Digital (GEN) in Q1 2018, closing a stake of 500 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in GEN in Q3 2013 and held it in 10 quarters. The position peaked at $31K in Q1 2017. 495 funds tracked by Wall St. Rank hold GEN as of Q1 2018.

Evercore Wealth Management reported no remaining Gen Digital position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Gen Digital shares in Q1 2018, an estimated $14K.
Evercore Wealth Management first reported a position in Gen Digital in Q3 2013 and held it in 10 quarters.
Evercore Wealth Management's Gen Digital position peaked at $31K in Q1 2017.
495 funds tracked by Wall St. Rank held Gen Digital as of Q1 2018.

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