EWM
Evercore Wealth Management’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-15
| Closed | -$1K | – | 680 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 898 |
|
|
2017
Q3 | $1K | Sell |
15
-4
| -21% | -$267 | ﹤0.01% | 894 |
|
|
2017
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 954 |
|
|
2017
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 968 |
|
|
2016
Q4 | $0 | Sell |
19
-24
| -56% | – | ﹤0.01% | 1079 |
|
|
2016
Q3 | $1K | Sell |
43
-261
| -86% | -$6.07K | ﹤0.01% | 1004 |
|
|
2016
Q2 | $7K | Sell |
304
-191
| -39% | -$4.4K | ﹤0.01% | 887 |
|
|
2016
Q1 | $12K | Sell |
495
-9,019
| -95% | -$219K | ﹤0.01% | 790 |
|
|
2015
Q4 | $269K | Buy |
+9,514
| New | +$269K | 0.01% | 324 |
|