Evercore Wealth Management’s Pengrowth Energy Corporation PGH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,500	Closed	-$1K	–	909
2017 Q4	$1K	Hold	1,500	–	–	﹤0.01%	909
2017 Q3	$2K	Hold	1,500	–	–	﹤0.01%	886
2017 Q2	$1K	Hold	1,500	–	–	﹤0.01%	963
2017 Q1	$1K	Hold	1,500	–	–	﹤0.01%	982
2016 Q4	$2K	Sell	1,500 -1,700	-53%	-$2.61K	﹤0.01%	963
2016 Q3	$5K	Buy	3,200 +1,700	+113%	+$2.66K	﹤0.01%	947
2016 Q2	$3K	Hold	1,500	–	–	﹤0.01%	987
2016 Q1	$2K	Hold	1,500	–	–	﹤0.01%	918
2015 Q4	$1K	Hold	1,500	–	–	﹤0.01%	998
2015 Q3	$1K	Hold	1,500	–	–	﹤0.01%	946
2015 Q2	$4K	Hold	1,500	–	–	﹤0.01%	1004
2015 Q1	$4K	Hold	1,500	–	–	﹤0.01%	943
2014 Q4	$5K	Hold	1,500	–	–	﹤0.01%	796
2014 Q3	$8K	Sell	1,500 -750	-33%	-$4.67K	﹤0.01%	837
2014 Q2	$16K	Hold	2,250	–	–	﹤0.01%	777
2014 Q1	$14K	Hold	2,250	–	–	﹤0.01%	800
2013 Q4	$14K	Hold	2,250	–	–	﹤0.01%	738
2013 Q3	$13K	Hold	2,250	–	–	﹤0.01%	734
2013 Q2	$11K	Buy	+2,250	New	+$11.2K	﹤0.01%	719

Other funds holding PGH

LBA

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Evercore Wealth Management sold out of Pengrowth Energy Corporation (PGH) in Q1 2018, closing a stake of 1,500 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in PGH in Q2 2013 and held it in 19 quarters. The position peaked at $16K in Q2 2014. 107 funds tracked by Wall St. Rank hold PGH as of Q1 2018.

Evercore Wealth Management reported no remaining Pengrowth Energy Corporation position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,500 Pengrowth Energy Corporation shares in Q1 2018, an estimated $1K.
Evercore Wealth Management first reported a position in Pengrowth Energy Corporation in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Pengrowth Energy Corporation position peaked at $16K in Q2 2014.
107 funds tracked by Wall St. Rank held Pengrowth Energy Corporation as of Q1 2018.

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