Evercore Wealth Management’s PDL BioPharma, Inc. PDLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,000	Closed	-$16K	–	912
2017 Q4	$16K	Hold	6,000	–	–	﹤0.01%	762
2017 Q3	$20K	Hold	6,000	–	–	﹤0.01%	718
2017 Q2	$15K	Hold	6,000	–	–	﹤0.01%	764
2017 Q1	$14K	Hold	6,000	–	–	﹤0.01%	802
2016 Q4	$13K	Hold	6,000	–	–	﹤0.01%	810
2016 Q3	$20K	Sell	6,000 -1,081	-15%	-$3.43K	﹤0.01%	774
2016 Q2	$22K	Hold	7,081	–	–	﹤0.01%	740
2016 Q1	$24K	Sell	7,081 -3,000	-30%	-$9.35K	﹤0.01%	693
2015 Q4	$36K	Hold	10,081	–	–	﹤0.01%	660
2015 Q3	$50K	Hold	10,081	–	–	﹤0.01%	587
2015 Q2	$65K	Sell	10,081 -4,500	-31%	-$30.1K	﹤0.01%	592
2015 Q1	$103K	Hold	14,581	–	–	﹤0.01%	526
2014 Q4	$112K	Buy	14,581 +13,500	+1,249%	+$107K	0.01%	447
2014 Q3	$8K	Hold	1,081	–	–	﹤0.01%	839
2014 Q2	$10K	Hold	1,081	–	–	﹤0.01%	844
2014 Q1	$9K	Hold	1,081	–	–	﹤0.01%	831
2013 Q4	$9K	Hold	1,081	–	–	﹤0.01%	766
2013 Q3	$9K	Hold	1,081	–	–	﹤0.01%	776
2013 Q2	$8K	Buy	+1,081	New	+$8.43K	﹤0.01%	741

Other funds holding PDLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Evercore Wealth Management sold out of PDL BioPharma, Inc. (PDLI) in Q1 2018, closing a stake of 6,000 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in PDLI in Q2 2013 and held it in 19 quarters. The position peaked at $112K in Q4 2014. 176 funds tracked by Wall St. Rank hold PDLI as of Q1 2018.

Evercore Wealth Management reported no remaining PDL BioPharma, Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 6,000 PDL BioPharma, Inc. shares in Q1 2018, an estimated $16K.
Evercore Wealth Management first reported a position in PDL BioPharma, Inc. in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's PDL BioPharma, Inc. position peaked at $112K in Q4 2014.
176 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q1 2018.

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