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Evercore Wealth Management’s PJT Partners PJT Stock Holding History

Evercore Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15
Closed -$1K – 680
2017
Q4 		$1K Hold
15
– – ﹤0.01% 899
2017
Q3 		$1K Sell
15
-4
-21% -$159 ﹤0.01% 894
2017
Q2 		$1K Hold
19
– – ﹤0.01% 956
2017
Q1 		$1K Hold
19
– – ﹤0.01% 969
2016
Q4 		$0 Sell
19
-24
-56% -$690 ﹤0.01% 1080
2016
Q3 		$1K Sell
43
-261
-86% -$6.54K ﹤0.01% 1004
2016
Q2 		$7K Sell
304
-191
-39% -$4.6K ﹤0.01% 887
2016
Q1 		$12K Sell
495
-9,019
-95% -$232K ﹤0.01% 790
2015
Q4 		$269K Buy
+9,514
New +$218K 0.01% 324

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return

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

Evercore Wealth Management sold out of PJT Partners (PJT) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in PJT in Q4 2015 and held it in 9 quarters. The position peaked at $269K in Q4 2015. 218 funds tracked by Wall St. Rank hold PJT as of Q1 2018.

  • Evercore Wealth Management reported no remaining PJT Partners position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 15 PJT Partners shares in Q1 2018, an estimated $1K.
  • Evercore Wealth Management first reported a position in PJT Partners in Q4 2015 and held it in 9 quarters.
  • Evercore Wealth Management's PJT Partners position peaked at $269K in Q4 2015.
  • 218 funds tracked by Wall St. Rank held PJT Partners as of Q1 2018.

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