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Evercore Wealth Management’s Onto Innovation ONTO Stock Holding History

Evercore Wealth Management’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$3K – 1023
2017
Q1 		$3K Buy
+100
New +$2.71K ﹤0.01% 934

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Renaissance Technologies
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HRCM
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Fidelity Investments
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Evercore Wealth Management's ONTO Position: Q2 2017 in Review

Evercore Wealth Management sold out of Onto Innovation (ONTO) in Q2 2017, closing a stake of 100 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in ONTO in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 173 funds tracked by Wall St. Rank hold ONTO as of Q2 2017.

  • Evercore Wealth Management reported no remaining Onto Innovation position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Onto Innovation shares in Q2 2017, an estimated $3K.
  • Evercore Wealth Management first reported a position in Onto Innovation in Q1 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Onto Innovation position peaked at $3K in Q1 2017.
  • 173 funds tracked by Wall St. Rank held Onto Innovation as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.