EWM
OA

Evercore Wealth Management’s Orbital ATK, Inc. OA Stock Holding History

Evercore Wealth Management’s Portfolio OA Stock Details OA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-361
Closed -$47K – 900
2017
Q4 		$47K Hold
361
– – ﹤0.01% 594
2017
Q3 		$49K Hold
361
– – ﹤0.01% 578
2017
Q2 		$36K Hold
361
– – ﹤0.01% 626
2017
Q1 		$36K Sell
361
-10
-3% -$925 ﹤0.01% 658
2016
Q4 		$33K Sell
371
-123
-25% -$10K ﹤0.01% 682
2016
Q3 		$38K Buy
494
+187
+61% +$14.9K ﹤0.01% 658
2016
Q2 		$26K Sell
307
-604
-66% -$52.7K ﹤0.01% 712
2016
Q1 		$80K Hold
911
– – ﹤0.01% 494
2015
Q4 		$81K Hold
911
– – ﹤0.01% 511
2015
Q3 		$65K Sell
911
-117
-11% -$8.69K ﹤0.01% 548
2015
Q2 		$75K Buy
1,028
+604
+142% +$45.4K ﹤0.01% 566
2015
Q1 		$33K Buy
+424
New +$40.1K ﹤0.01% 692
2013
Q4 		– Sell
-32
Closed -$3K – 1018
2013
Q3 		$3K Buy
+32
New +$3.04K ﹤0.01% 940

Other funds holding OA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of Orbital ATK, Inc. (OA) in Q1 2018, closing a stake of 361 shares — an estimated $47K sold.

Evercore Wealth Management first reported a position in OA in Q3 2013 and held it in 13 quarters. The position peaked at $81K in Q4 2015. 334 funds tracked by Wall St. Rank hold OA as of Q1 2018.

  • Evercore Wealth Management reported no remaining Orbital ATK, Inc. position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 361 Orbital ATK, Inc. shares in Q1 2018, an estimated $47K.
  • Evercore Wealth Management first reported a position in Orbital ATK, Inc. in Q3 2013 and held it in 13 quarters.
  • Evercore Wealth Management's Orbital ATK, Inc. position peaked at $81K in Q4 2015.
  • 334 funds tracked by Wall St. Rank held Orbital ATK, Inc. as of Q1 2018.

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