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Evercore Wealth Management’s Power Integrations POWI Stock Holding History

Evercore Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-172
Closed -$6K – 684
2017
Q4 		$6K Hold
172
– – ﹤0.01% 848
2017
Q3 		$6K Sell
172
-76
-31% -$2.77K ﹤0.01% 834
2017
Q2 		$9K Buy
+248
New +$8.22K ﹤0.01% 840

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Evercore Wealth Management sold out of Power Integrations (POWI) in Q1 2018, closing a stake of 172 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in POWI in Q2 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2017. 212 funds tracked by Wall St. Rank hold POWI as of Q1 2018.

  • Evercore Wealth Management reported no remaining Power Integrations position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 172 Power Integrations shares in Q1 2018, an estimated $6K.
  • Evercore Wealth Management first reported a position in Power Integrations in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Power Integrations position peaked at $9K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Power Integrations as of Q1 2018.

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