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Evercore Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Evercore Wealth Management’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-319
Closed -$29K – 606
2017
Q4 		$29K Hold
319
– – ﹤0.01% 658
2017
Q3 		$29K Hold
319
– – ﹤0.01% 642
2017
Q2 		$25K Buy
+319
New +$24.4K ﹤0.01% 680

Other funds holding LOPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Evercore Wealth Management sold out of Grand Canyon Education (LOPE) in Q1 2018, closing a stake of 319 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in LOPE in Q2 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 294 funds tracked by Wall St. Rank hold LOPE as of Q1 2018.

  • Evercore Wealth Management reported no remaining Grand Canyon Education position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 319 Grand Canyon Education shares in Q1 2018, an estimated $29K.
  • Evercore Wealth Management first reported a position in Grand Canyon Education in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Grand Canyon Education position peaked at $29K in Q4 2017.
  • 294 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2018.

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