EWM
ICON

Evercore Wealth Management’s Iconix Brand Group, Inc. ICON Stock Holding History

Evercore Wealth Management’s Portfolio ICON Stock Details ICON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$6K – 936
2017
Q3 		$6K Hold
100
– – ﹤0.01% 839
2017
Q2 		$7K Hold
100
– – ﹤0.01% 874
2017
Q1 		$8K Hold
100
– – ﹤0.01% 848
2016
Q4 		$9K Buy
+100
New +$8.71K ﹤0.01% 839
2016
Q3 		– Sell
-200
Closed -$14K – 1072
2016
Q2 		$14K Buy
200
+100
+100% +$7.8K ﹤0.01% 817
2016
Q1 		$8K Buy
+100
New +$7.24K ﹤0.01% 828

Other funds holding ICON

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Pomelo Capital New York $1.04B AUM 1.25% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's ICON Position: Q4 2017 in Review

Evercore Wealth Management sold out of Iconix Brand Group, Inc. (ICON) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in ICON in Q1 2016 and held it in 6 quarters. The position peaked at $14K in Q2 2016. 102 funds tracked by Wall St. Rank hold ICON as of Q4 2017.

  • Evercore Wealth Management reported no remaining Iconix Brand Group, Inc. position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Iconix Brand Group, Inc. shares in Q4 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Iconix Brand Group, Inc. in Q1 2016 and held it in 6 quarters.
  • Evercore Wealth Management's Iconix Brand Group, Inc. position peaked at $14K in Q2 2016.
  • 102 funds tracked by Wall St. Rank held Iconix Brand Group, Inc. as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.