Evercore Wealth Management’s Ovintiv OVV Stock Holding History

Evercore Wealth Management’s Portfolio OVV Stock Details OVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$67K	–	666
2017 Q4	$67K	Hold	1,000	–	–	﹤0.01%	537
2017 Q3	$59K	Hold	1,000	–	–	﹤0.01%	553
2017 Q2	$44K	Sell	1,000 -400	-29%	-$20.7K	﹤0.01%	597
2017 Q1	$82K	Hold	1,400	–	–	﹤0.01%	517
2016 Q4	$82K	Hold	1,400	–	–	﹤0.01%	532
2016 Q3	$73K	Hold	1,400	–	–	﹤0.01%	531
2016 Q2	$55K	Sell	1,400 -200	-13%	-$7.33K	﹤0.01%	566
2016 Q1	$49K	Hold	1,600	–	–	﹤0.01%	568
2015 Q4	$41K	Buy	1,600 +1,200	+300%	+$43.9K	﹤0.01%	628
2015 Q3	$13K	Hold	400	–	–	﹤0.01%	809
2015 Q2	$22K	Sell	400 -46	-10%	-$2.93K	﹤0.01%	777
2015 Q1	$25K	Hold	446	–	–	﹤0.01%	748
2014 Q4	$31K	Hold	446	–	–	﹤0.01%	607
2014 Q3	$47K	Hold	446	–	–	﹤0.01%	620
2014 Q2	$53K	Hold	446	–	–	﹤0.01%	605
2014 Q1	$48K	Sell	446 -55	-11%	-$5.21K	﹤0.01%	603
2013 Q4	$45K	Sell	501 -43	-8%	-$3.92K	﹤0.01%	575
2013 Q3	$48K	Buy	544 +43	+9%	+$3.74K	﹤0.01%	573
2013 Q2	$43K	Buy	+501	New	+$46.4K	﹤0.01%	583

Other funds holding OVV

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Evercore Wealth Management sold out of Ovintiv (OVV) in Q1 2018, closing a stake of 1,000 shares — an estimated $67K sold.

Evercore Wealth Management first reported a position in OVV in Q2 2013 and held it in 19 quarters. The position peaked at $82K in Q1 2017. 375 funds tracked by Wall St. Rank hold OVV as of Q1 2018.

Evercore Wealth Management reported no remaining Ovintiv position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 Ovintiv shares in Q1 2018, an estimated $67K.
Evercore Wealth Management first reported a position in Ovintiv in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Ovintiv position peaked at $82K in Q1 2017.
375 funds tracked by Wall St. Rank held Ovintiv as of Q1 2018.

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