Evercore Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-50	Closed	-$2K	–	670
2017 Q4	$2K	Sell	50 -500	-91%	-$22.8K	﹤0.01%	890
2017 Q3	$28K	Hold	550	–	–	﹤0.01%	649
2017 Q2	$29K	Hold	550	–	–	﹤0.01%	657
2017 Q1	$31K	Sell	550 -25	-4%	-$1.38K	﹤0.01%	683
2016 Q4	$30K	Sell	575 -332	-37%	-$16K	﹤0.01%	692
2016 Q3	$44K	Hold	907	–	–	﹤0.01%	622
2016 Q2	$50K	Sell	907 -393	-30%	-$21.6K	﹤0.01%	582
2016 Q1	$69K	Buy	1,300 +50	+4%	+$2.46K	﹤0.01%	513
2015 Q4	$64K	Buy	+1,250	New	+$62.1K	﹤0.01%	551

Other funds holding PBH

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

MRCP

Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evercore Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q1 2018, closing a stake of 50 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in PBH in Q4 2015 and held it in 9 quarters. The position peaked at $69K in Q1 2016. 239 funds tracked by Wall St. Rank hold PBH as of Q1 2018.

Evercore Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 50 Prestige Consumer Healthcare shares in Q1 2018, an estimated $2K.
Evercore Wealth Management first reported a position in Prestige Consumer Healthcare in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's Prestige Consumer Healthcare position peaked at $69K in Q1 2016.
239 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2018.

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