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Evercore Wealth Management’s Polaris PII Stock Holding History

Evercore Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-531
Closed -$66K – 678
2017
Q4 		$66K Sell
531
-50
-9% -$5.93K ﹤0.01% 541
2017
Q3 		$61K Hold
581
– – ﹤0.01% 547
2017
Q2 		$54K Sell
581
-514
-47% -$44.1K ﹤0.01% 566
2017
Q1 		$92K Sell
1,095
-2,405
-69% -$207K ﹤0.01% 496
2016
Q4 		$289K Sell
3,500
-1,094
-24% -$89.2K 0.01% 314
2016
Q3 		$356K Sell
4,594
-178,250
-97% -$15.5M 0.01% 288
2016
Q2 		$14.9M Sell
182,844
-1,239
-0.7% -$110K 0.66% 46
2016
Q1 		$18.1M Buy
184,083
+19,155
+12% +$1.66M 0.8% 42
2015
Q4 		$14.2M Sell
164,928
-37,874
-19% -$4.01M 0.66% 47
2015
Q3 		$24.3M Buy
202,802
+12,615
+7% +$1.71M 1.16% 31
2015
Q2 		$28.2M Buy
190,187
+31,096
+20% +$4.47M 1.27% 29
2015
Q1 		$22.5M Buy
159,091
+8,752
+6% +$1.29M 1.03% 33
2014
Q4 		$22.7M Buy
150,339
+3,180
+2% +$477K 1.13% 34
2014
Q3 		$22M Buy
147,159
+593
+0.4% +$85.7K 1.1% 32
2014
Q2 		$19.1M Buy
146,566
+10,385
+8% +$1.38M 0.99% 39
2014
Q1 		$19M Buy
136,181
+5,101
+4% +$688K 1.07% 35
2013
Q4 		$19.1M Buy
131,080
+7,435
+6% +$995K 1.05% 30
2013
Q3 		$16M Sell
123,645
-3,100
-2% -$348K 0.92% 33
2013
Q2 		$12.1M Buy
+126,745
New +$11.5M 0.68% 47

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Evercore Wealth Management sold out of Polaris (PII) in Q1 2018, closing a stake of 531 shares — an estimated $66K sold.

Evercore Wealth Management first reported a position in PII in Q2 2013 and held it in 19 quarters. The position peaked at $28.2M in Q2 2015. 463 funds tracked by Wall St. Rank hold PII as of Q1 2018.

  • Evercore Wealth Management reported no remaining Polaris position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 531 Polaris shares in Q1 2018, an estimated $66K.
  • Evercore Wealth Management first reported a position in Polaris in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Polaris position peaked at $28.2M in Q2 2015.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q1 2018.

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