Evercore Wealth Management’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-210	Closed	-$11K	–	592
2017 Q4	$11K	Sell	210 -54	-20%	-$2.48K	﹤0.01%	801
2017 Q3	$12K	Hold	264	–	–	﹤0.01%	774
2017 Q2	$10K	Sell	264 -336	-56%	-$12.9K	﹤0.01%	820
2017 Q1	$24K	Buy	600 +164	+38%	+$6.69K	﹤0.01%	726
2016 Q4	$22K	Sell	436 -1,471	-77%	-$72.8K	﹤0.01%	741
2016 Q3	$84K	Buy	1,907 +475	+33%	+$19.9K	﹤0.01%	508
2016 Q2	$55K	Buy	1,432 +776	+118%	+$30.8K	﹤0.01%	565
2016 Q1	$30K	Hold	656	–	–	﹤0.01%	659
2015 Q4	$32K	Buy	656 +456	+228%	+$21.1K	﹤0.01%	675
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	836
2015 Q2	$12K	Sell	200 -127	-39%	-$8.82K	﹤0.01%	871
2015 Q1	$26K	Buy	327 +127	+64%	+$8.64K	﹤0.01%	739
2014 Q4	$12K	Hold	200	–	–	﹤0.01%	726
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	803
2014 Q2	$10K	Buy	+200	New	+$10.8K	﹤0.01%	836

Other funds holding KSS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Evercore Wealth Management sold out of Kohl's (KSS) in Q1 2018, closing a stake of 210 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in KSS in Q2 2014 and held it in 15 quarters. The position peaked at $84K in Q3 2016. 612 funds tracked by Wall St. Rank hold KSS as of Q1 2018.

Evercore Wealth Management reported no remaining Kohl's position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 210 Kohl's shares in Q1 2018, an estimated $11K.
Evercore Wealth Management first reported a position in Kohl's in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's Kohl's position peaked at $84K in Q3 2016.
612 funds tracked by Wall St. Rank held Kohl's as of Q1 2018.

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