EWM
ONCE

Evercore Wealth Management’s Spark Therapeutics, Inc. Common Stock ONCE Stock Holding History

Evercore Wealth Management’s Portfolio ONCE Stock Details ONCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,700
Closed -$139K – 877
2017
Q4 		$139K Sell
2,700
-300
-10% -$21.6K 0.01% 412
2017
Q3 		$267K Hold
3,000
– – 0.01% 331
2017
Q2 		$179K Hold
3,000
– – 0.01% 381
2017
Q1 		$160K Hold
3,000
– – 0.01% 406
2016
Q4 		$150K Buy
+3,000
New +$161K 0.01% 427

Other funds holding ONCE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Evercore Wealth Management sold out of Spark Therapeutics, Inc. Common Stock (ONCE) in Q1 2018, closing a stake of 2,700 shares — an estimated $139K sold.

Evercore Wealth Management first reported a position in ONCE in Q4 2016 and held it in 5 quarters. The position peaked at $267K in Q3 2017. 162 funds tracked by Wall St. Rank hold ONCE as of Q1 2018.

  • Evercore Wealth Management reported no remaining Spark Therapeutics, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,700 Spark Therapeutics, Inc. Common Stock shares in Q1 2018, an estimated $139K.
  • Evercore Wealth Management first reported a position in Spark Therapeutics, Inc. Common Stock in Q4 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Spark Therapeutics, Inc. Common Stock position peaked at $267K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held Spark Therapeutics, Inc. Common Stock as of Q1 2018.

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