Evercore Wealth Management’s Paramount Global Class B PARA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-450	Closed	-$27K	–	669
2017 Q4	$27K	Hold	450	–	–	﹤0.01%	674
2017 Q3	$26K	Hold	450	–	–	﹤0.01%	660
2017 Q2	$29K	Hold	450	–	–	﹤0.01%	656
2017 Q1	$31K	Buy	450 +191	+74%	+$12.5K	﹤0.01%	682
2016 Q4	$16K	Sell	259 -1,063	-80%	-$63.1K	﹤0.01%	780
2016 Q3	$72K	Hold	1,322	–	–	﹤0.01%	534
2016 Q2	$72K	Hold	1,322	–	–	﹤0.01%	514
2016 Q1	$72K	Hold	1,322	–	–	﹤0.01%	508
2015 Q4	$63K	Buy	1,322 +1,097	+488%	+$51.5K	﹤0.01%	555
2015 Q3	$9K	Sell	225 -80	-26%	-$3.88K	﹤0.01%	851
2015 Q2	$16K	Hold	305	–	–	﹤0.01%	833
2015 Q1	$19K	Hold	305	–	–	﹤0.01%	789
2014 Q4	$16K	Sell	305 -10,000	-97%	-$533K	﹤0.01%	696
2014 Q3	$551K	Buy	10,305 +80	+0.8%	+$4.71K	0.03%	251
2014 Q2	$635K	Sell	10,225 -493	-5%	-$29.3K	0.03%	240
2014 Q1	$663K	Buy	10,718 +10,675	+24,826%	+$673K	0.04%	224
2013 Q4	$3K	Sell	43 -88	-67%	-$5.18K	﹤0.01%	820
2013 Q3	$7K	Buy	+131	New	+$6.97K	﹤0.01%	802

Other funds holding PARA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Evercore Wealth Management sold out of Paramount Global Class B (PARA) in Q1 2018, closing a stake of 450 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in PARA in Q3 2013 and held it in 18 quarters. The position peaked at $663K in Q1 2014. 686 funds tracked by Wall St. Rank hold PARA as of Q1 2018.

Evercore Wealth Management reported no remaining Paramount Global Class B position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 450 Paramount Global Class B shares in Q1 2018, an estimated $27K.
Evercore Wealth Management first reported a position in Paramount Global Class B in Q3 2013 and held it in 18 quarters.
Evercore Wealth Management's Paramount Global Class B position peaked at $663K in Q1 2014.
686 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2018.

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