Evercore Wealth Management’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$12K	–	528
2017 Q4	$12K	Hold	400	–	–	﹤0.01%	789
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	751
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	727
2017 Q1	$18K	Hold	400	–	–	﹤0.01%	769
2016 Q4	$16K	Hold	400	–	–	﹤0.01%	776
2016 Q3	$12K	Hold	400	–	–	﹤0.01%	851
2016 Q2	$11K	Hold	400	–	–	﹤0.01%	844
2016 Q1	$13K	Sell	400 -1,500	-79%	-$48.9K	﹤0.01%	776
2015 Q4	$66K	Hold	1,900	–	–	﹤0.01%	546
2015 Q3	$74K	Hold	1,900	–	–	﹤0.01%	533
2015 Q2	$84K	Hold	1,900	–	–	﹤0.01%	550
2015 Q1	$87K	Hold	1,900	–	–	﹤0.01%	551
2014 Q4	$82K	Hold	1,900	–	–	﹤0.01%	485
2014 Q3	$68K	Hold	1,900	–	–	﹤0.01%	569
2014 Q2	$77K	Sell	1,900 -150	-7%	-$5.8K	﹤0.01%	549
2014 Q1	$75K	Sell	2,050 -4,700	-70%	-$206K	﹤0.01%	527
2013 Q4	$361K	Sell	6,750 -56,300	-89%	-$2.57M	0.02%	303
2013 Q3	$2.57M	Buy	63,050 +8,300	+15%	+$288K	0.15%	145
2013 Q2	$1.68M	Buy	+54,750	New	+$1.66M	0.1%	169

Other funds holding HCI

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of HCI Group (HCI) in Q1 2018, closing a stake of 400 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in HCI in Q2 2013 and held it in 19 quarters. The position peaked at $2.57M in Q3 2013. 105 funds tracked by Wall St. Rank hold HCI as of Q1 2018.

Evercore Wealth Management reported no remaining HCI Group position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 HCI Group shares in Q1 2018, an estimated $12K.
Evercore Wealth Management first reported a position in HCI Group in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's HCI Group position peaked at $2.57M in Q3 2013.
105 funds tracked by Wall St. Rank held HCI Group as of Q1 2018.

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