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Evercore Wealth Management’s LiqTech LIQT Stock Holding History

Evercore Wealth Management’s Portfolio LIQT Stock Details LIQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,226
Closed -$245K – 385
2019
Q4 		$245K Sell
5,226
-6,250
-54% -$320K 0.01% 359
2019
Q3 		$725K Hold
11,476
– – 0.02% 240
2019
Q2 		$910K Buy
11,476
+8,351
+267% +$574K 0.03% 216
2019
Q1 		$215K Buy
+3,125
New +$200K 0.01% 388
2018
Q4 		– Sell
-781
Closed -$41K – 398
2018
Q3 		$41K Buy
+781
New +$28.3K ﹤0.01% 422

Other funds holding LIQT

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Evercore Wealth Management's LIQT Position: Q1 2020 in Review

Evercore Wealth Management sold out of LiqTech (LIQT) in Q1 2020, closing a stake of 5,226 shares — an estimated $245K sold.

Evercore Wealth Management first reported a position in LIQT in Q3 2018 and held it in 5 quarters. The position peaked at $910K in Q2 2019. 40 funds tracked by Wall St. Rank hold LIQT as of Q1 2020.

  • Evercore Wealth Management reported no remaining LiqTech position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 5,226 LiqTech shares in Q1 2020, an estimated $245K.
  • Evercore Wealth Management first reported a position in LiqTech in Q3 2018 and held it in 5 quarters.
  • Evercore Wealth Management's LiqTech position peaked at $910K in Q2 2019.
  • 40 funds tracked by Wall St. Rank held LiqTech as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.