EWM
MINI

Evercore Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Evercore Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-173
Closed -$5K – 971
2017
Q2 		$5K Buy
+173
New +$4.99K ﹤0.01% 901
2014
Q3 		– Sell
-103
Closed -$5K – 1007
2014
Q2 		$5K Buy
+103
New +$4.57K ﹤0.01% 919

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of Mobile Mini Inc (MINI) in Q3 2017, closing a stake of 173 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in MINI in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 163 funds tracked by Wall St. Rank hold MINI as of Q3 2017.

  • Evercore Wealth Management reported no remaining Mobile Mini Inc position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 173 Mobile Mini Inc shares in Q3 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Mobile Mini Inc in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Mobile Mini Inc position peaked at $5K in Q2 2017.
  • 163 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2017.

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