Evercore Wealth Management’s MaxLinear MXL Stock Holding History

Evercore Wealth Management’s Portfolio MXL Stock Details MXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-665	Closed	-$18K	–	641
2017 Q4	$18K	Hold	665	–	–	﹤0.01%	742
2017 Q3	$16K	Hold	665	–	–	﹤0.01%	742
2017 Q2	$19K	Hold	665	–	–	﹤0.01%	730
2017 Q1	$19K	Buy	665 +444	+201%	+$11.4K	﹤0.01%	760
2016 Q4	$5K	Sell	221 -392	-64%	-$8.12K	﹤0.01%	889
2016 Q3	$12K	Buy	+613	New	+$12K	﹤0.01%	853
2015 Q3	–	Sell	-3,105	Closed	-$38K	–	1027
2015 Q2	$38K	Buy	3,105 +2,697	+661%	+$27.1K	﹤0.01%	682
2015 Q1	$3K	Buy	+408	New	+$3.36K	﹤0.01%	953

Other funds holding MXL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

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

Evercore Wealth Management sold out of MaxLinear (MXL) in Q1 2018, closing a stake of 665 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in MXL in Q1 2015 and held it in 8 quarters. The position peaked at $38K in Q2 2015. 172 funds tracked by Wall St. Rank hold MXL as of Q1 2018.

Evercore Wealth Management reported no remaining MaxLinear position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 665 MaxLinear shares in Q1 2018, an estimated $18K.
Evercore Wealth Management first reported a position in MaxLinear in Q1 2015 and held it in 8 quarters.
Evercore Wealth Management's MaxLinear position peaked at $38K in Q2 2015.
172 funds tracked by Wall St. Rank held MaxLinear as of Q1 2018.

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