EWM
MXIM

Evercore Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Evercore Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-311
Closed -$16K – 856
2017
Q4 		$16K Hold
311
– – ﹤0.01% 761
2017
Q3 		$15K Buy
311
+161
+107% +$7.38K ﹤0.01% 758
2017
Q2 		$7K Buy
+150
New +$6.89K ﹤0.01% 871
2016
Q1 		– Sell
-200
Closed -$8K – 1030
2015
Q4 		$8K Buy
+200
New +$7.65K ﹤0.01% 881

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Evercore Wealth Management sold out of Maxim Integrated Products (MXIM) in Q1 2018, closing a stake of 311 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in MXIM in Q4 2015 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 494 funds tracked by Wall St. Rank hold MXIM as of Q1 2018.

  • Evercore Wealth Management reported no remaining Maxim Integrated Products position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 311 Maxim Integrated Products shares in Q1 2018, an estimated $16K.
  • Evercore Wealth Management first reported a position in Maxim Integrated Products in Q4 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Maxim Integrated Products position peaked at $16K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2018.

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