EWM
INWK

Evercore Wealth Management’s InnerWorkings, Inc. INWK Stock Holding History

Evercore Wealth Management’s Portfolio INWK Stock Details INWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-347
Closed -$4K – 969
2017
Q2 		$4K Buy
+347
New +$3.73K ﹤0.01% 919
2014
Q3 		– Sell
-303
Closed -$3K – 1006
2014
Q2 		$3K Buy
+303
New +$2.26K ﹤0.01% 965

Other funds holding INWK

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Evercore Wealth Management's INWK Position: Q3 2017 in Review

Evercore Wealth Management sold out of InnerWorkings, Inc. (INWK) in Q3 2017, closing a stake of 347 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in INWK in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 128 funds tracked by Wall St. Rank hold INWK as of Q3 2017.

  • Evercore Wealth Management reported no remaining InnerWorkings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 347 InnerWorkings, Inc. shares in Q3 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in InnerWorkings, Inc. in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's InnerWorkings, Inc. position peaked at $4K in Q2 2017.
  • 128 funds tracked by Wall St. Rank held InnerWorkings, Inc. as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.