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Evercore Wealth Management’s Piper Sandler PIPR Stock Holding History

Evercore Wealth Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-720
Closed -$16K – 679
2017
Q4 		$16K Hold
720
– – ﹤0.01% 759
2017
Q3 		$11K Buy
+720
New +$10.6K ﹤0.01% 783
2017
Q2 		– Sell
-864
Closed -$14K – 1027
2017
Q1 		$14K Buy
864
+848
+5,300% +$15K ﹤0.01% 800
2016
Q4 		$0 Buy
+16
New +$253 ﹤0.01% 1079

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evercore Wealth Management sold out of Piper Sandler (PIPR) in Q1 2018, closing a stake of 720 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in PIPR in Q4 2016 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 219 funds tracked by Wall St. Rank hold PIPR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Piper Sandler position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 720 Piper Sandler shares in Q1 2018, an estimated $16K.
  • Evercore Wealth Management first reported a position in Piper Sandler in Q4 2016 and held it in 4 quarters.
  • Evercore Wealth Management's Piper Sandler position peaked at $16K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2018.

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