Evercore Wealth Management’s IMAX IMAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$12K	–	560
2017 Q4	$12K	Hold	500	–	–	﹤0.01%	790
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	780
2017 Q2	$11K	Sell	500 -154	-24%	-$4.32K	﹤0.01%	807
2017 Q1	$22K	Hold	654	–	–	﹤0.01%	742
2016 Q4	$21K	Hold	654	–	–	﹤0.01%	745
2016 Q3	$19K	Sell	654 -55	-8%	-$1.68K	﹤0.01%	779
2016 Q2	$21K	Sell	709 -239	-25%	-$7.5K	﹤0.01%	746
2016 Q1	$29K	Buy	948 +55	+6%	+$1.68K	﹤0.01%	666
2015 Q4	$32K	Buy	893 +393	+79%	+$14.7K	﹤0.01%	674
2015 Q3	$17K	Hold	500	–	–	﹤0.01%	768
2015 Q2	$20K	Hold	500	–	–	﹤0.01%	792
2015 Q1	$17K	Sell	500 -513	-51%	-$17.1K	﹤0.01%	812
2014 Q4	$31K	Buy	+1,013	New	+$29.6K	﹤0.01%	606

Other funds holding IMAX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

SAS

Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Evercore Wealth Management sold out of IMAX (IMAX) in Q1 2018, closing a stake of 500 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in IMAX in Q4 2014 and held it in 13 quarters. The position peaked at $32K in Q4 2015. 152 funds tracked by Wall St. Rank hold IMAX as of Q1 2018.

Evercore Wealth Management reported no remaining IMAX position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 IMAX shares in Q1 2018, an estimated $12K.
Evercore Wealth Management first reported a position in IMAX in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's IMAX position peaked at $32K in Q4 2015.
152 funds tracked by Wall St. Rank held IMAX as of Q1 2018.

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