EWM
INFO

Evercore Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Evercore Wealth Management’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-661
Closed -$28K – 1055
2017
Q1 		$28K Buy
+661
New +$26.1K ﹤0.01% 701
2016
Q4 		– Sell
-354
Closed -$13K – 1111
2016
Q3 		$13K Buy
+354
New +$12.7K ﹤0.01% 845

Other funds holding INFO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's INFO Position: Q2 2017 in Review

Evercore Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2017, closing a stake of 661 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in INFO in Q3 2016 and held it in 2 quarters. The position peaked at $28K in Q1 2017. 344 funds tracked by Wall St. Rank hold INFO as of Q2 2017.

  • Evercore Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 661 IHS Markit Ltd. Common Shares shares in Q2 2017, an estimated $28K.
  • Evercore Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q3 2016 and held it in 2 quarters.
  • Evercore Wealth Management's IHS Markit Ltd. Common Shares position peaked at $28K in Q1 2017.
  • 344 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.