EWM
NP

Evercore Wealth Management’s Neenah, Inc. Common Stock NP Stock Holding History

Evercore Wealth Management’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-250
Closed -$23K – 848
2017
Q4 		$23K Sell
250
-50
-17% -$4.38K ﹤0.01% 714
2017
Q3 		$26K Sell
300
-150
-33% -$11.9K ﹤0.01% 663
2017
Q2 		$36K Hold
450
– – ﹤0.01% 625
2017
Q1 		$34K Sell
450
-50
-10% -$3.95K ﹤0.01% 670
2016
Q4 		$43K Sell
500
-153
-23% -$12.7K ﹤0.01% 636
2016
Q3 		$52K Hold
653
– – ﹤0.01% 590
2016
Q2 		$47K Hold
653
– – ﹤0.01% 596
2016
Q1 		$42K Hold
653
– – ﹤0.01% 602
2015
Q4 		$41K Buy
+653
New +$42.1K ﹤0.01% 630

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Evercore Wealth Management sold out of Neenah, Inc. Common Stock (NP) in Q1 2018, closing a stake of 250 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in NP in Q4 2015 and held it in 9 quarters. The position peaked at $52K in Q3 2016. 210 funds tracked by Wall St. Rank hold NP as of Q1 2018.

  • Evercore Wealth Management reported no remaining Neenah, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 250 Neenah, Inc. Common Stock shares in Q1 2018, an estimated $23K.
  • Evercore Wealth Management first reported a position in Neenah, Inc. Common Stock in Q4 2015 and held it in 9 quarters.
  • Evercore Wealth Management's Neenah, Inc. Common Stock position peaked at $52K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q1 2018.

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