EWM
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Evercore Wealth Management’s MasTec MTZ Stock Holding History

Evercore Wealth Management’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-538
Closed -$26K – 637
2017
Q4 		$26K Hold
538
– – ﹤0.01% 680
2017
Q3 		$25K Hold
538
– – ﹤0.01% 672
2017
Q2 		$24K Sell
538
-159
-23% -$6.88K ﹤0.01% 691
2017
Q1 		$28K Buy
697
+319
+84% +$12.2K ﹤0.01% 700
2016
Q4 		$14K Sell
378
-412
-52% -$14K ﹤0.01% 795
2016
Q3 		$23K Buy
790
+571
+261% +$15.7K ﹤0.01% 751
2016
Q2 		$5K Hold
219
– – ﹤0.01% 917
2016
Q1 		$4K Hold
219
– – ﹤0.01% 882
2015
Q4 		$4K Hold
219
– – ﹤0.01% 944
2015
Q3 		$3K Sell
219
-1,772
-89% -$30.9K ﹤0.01% 911
2015
Q2 		$39K Buy
1,991
+1,479
+289% +$27.6K ﹤0.01% 677
2015
Q1 		$10K Buy
512
+293
+134% +$5.86K ﹤0.01% 864
2014
Q4 		$5K Sell
219
-910
-81% -$22.5K ﹤0.01% 793
2014
Q3 		$34K Sell
1,129
-3,768
-77% -$112K ﹤0.01% 662
2014
Q2 		$150K Sell
4,897
-3,808
-44% -$143K 0.01% 440
2014
Q1 		$378K Buy
8,705
+3,389
+64% +$129K 0.02% 292
2013
Q4 		$174K Sell
5,316
-83,833
-94% -$2.65M 0.01% 383
2013
Q3 		$2.7M Buy
89,149
+10,800
+14% +$355K 0.15% 141
2013
Q2 		$2.58M Buy
+78,349
New +$2.36M 0.15% 140

Other funds holding MTZ

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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of MasTec (MTZ) in Q1 2018, closing a stake of 538 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in MTZ in Q2 2013 and held it in 19 quarters. The position peaked at $2.7M in Q3 2013. 314 funds tracked by Wall St. Rank hold MTZ as of Q1 2018.

  • Evercore Wealth Management reported no remaining MasTec position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 538 MasTec shares in Q1 2018, an estimated $26K.
  • Evercore Wealth Management first reported a position in MasTec in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's MasTec position peaked at $2.7M in Q3 2013.
  • 314 funds tracked by Wall St. Rank held MasTec as of Q1 2018.

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