EWM
LLTC

Evercore Wealth Management’s Linear Technology Corp LLTC Stock Holding History

Evercore Wealth Management’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25,053
Closed -$1.56M – 1074
2016
Q4 		$1.56M Sell
25,053
-907
-3% -$55.3K 0.06% 147
2016
Q3 		$1.54M Sell
25,960
-1,065
-4% -$59.7K 0.06% 150
2016
Q2 		$1.26M Hold
27,025
– – 0.06% 157
2016
Q1 		$1.2M Hold
27,025
– – 0.05% 163
2015
Q4 		$1.15M Sell
27,025
-3,600
-12% -$158K 0.05% 170
2015
Q3 		$1.24M Sell
30,625
-2,165
-7% -$88.7K 0.06% 167
2015
Q2 		$1.45M Buy
32,790
+788
+2% +$36.6K 0.07% 163
2015
Q1 		$1.5M Sell
32,002
-1,018
-3% -$47.7K 0.07% 159
2014
Q4 		$1.5M Sell
33,020
-427
-1% -$18.6K 0.08% 141
2014
Q3 		$1.49M Sell
33,447
-495
-1% -$22.5K 0.07% 156
2014
Q2 		$1.6M Sell
33,942
-3,118
-8% -$145K 0.08% 148
2014
Q1 		$1.8M Sell
37,060
-695
-2% -$32K 0.1% 136
2013
Q4 		$1.72M Sell
37,755
-123
-0.3% -$5.13K 0.09% 146
2013
Q3 		$1.5M Sell
37,878
-452
-1% -$17.8K 0.09% 180
2013
Q2 		$1.41M Buy
+38,330
New +$1.41M 0.08% 181

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Evercore Wealth Management's LLTC Position: Q1 2017 in Review

Evercore Wealth Management sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 25,053 shares — an estimated $1.56M sold.

Evercore Wealth Management first reported a position in LLTC in Q2 2013 and held it in 15 quarters. The position peaked at $1.8M in Q1 2014. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Evercore Wealth Management reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 25,053 Linear Technology Corp shares in Q1 2017, an estimated $1.56M.
  • Evercore Wealth Management first reported a position in Linear Technology Corp in Q2 2013 and held it in 15 quarters.
  • Evercore Wealth Management's Linear Technology Corp position peaked at $1.8M in Q1 2014.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.