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Evercore Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Evercore Wealth Management’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-71
Closed -$4K – 645
2017
Q4 		$4K Hold
71
– – ﹤0.01% 863
2017
Q3 		$4K Hold
71
– – ﹤0.01% 853
2017
Q2 		$4K Sell
71
-90
-56% -$4.65K ﹤0.01% 909
2017
Q1 		$9K Hold
161
– – ﹤0.01% 837
2016
Q4 		$7K Hold
161
– – ﹤0.01% 858
2016
Q3 		$6K Hold
161
– – ﹤0.01% 921
2016
Q2 		$7K Buy
161
+71
+79% +$3.38K ﹤0.01% 885
2016
Q1 		$5K Buy
+90
New +$4.33K ﹤0.01% 858

Other funds holding NCLH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Evercore Wealth Management sold out of Norwegian Cruise Line (NCLH) in Q1 2018, closing a stake of 71 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in NCLH in Q1 2016 and held it in 8 quarters. The position peaked at $9K in Q1 2017. 418 funds tracked by Wall St. Rank hold NCLH as of Q1 2018.

  • Evercore Wealth Management reported no remaining Norwegian Cruise Line position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 71 Norwegian Cruise Line shares in Q1 2018, an estimated $4K.
  • Evercore Wealth Management first reported a position in Norwegian Cruise Line in Q1 2016 and held it in 8 quarters.
  • Evercore Wealth Management's Norwegian Cruise Line position peaked at $9K in Q1 2017.
  • 418 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2018.

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