Evercore Wealth Management’s Protolabs PRLB Stock Holding History

Evercore Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-65	Closed	-$7K	–	687
2017 Q4	$7K	Hold	65	–	–	﹤0.01%	837
2017 Q3	$5K	Sell	65 -151	-70%	-$10.9K	﹤0.01%	844
2017 Q2	$15K	Buy	+216	New	+$13.1K	﹤0.01%	762
2015 Q2	–	Sell	-10,000	Closed	-$700K	–	1087
2015 Q1	$700K	Hold	10,000	–	–	0.03%	229
2014 Q4	$672K	Hold	10,000	–	–	0.03%	204
2014 Q3	$690K	Sell	10,000 -10,036	-50%	-$785K	0.03%	225
2014 Q2	$1.64M	Buy	20,036 +36	+0.2%	+$2.44K	0.08%	146
2014 Q1	$1.35M	Buy	+20,000	New	+$1.49M	0.08%	160

Other funds holding PRLB

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Evercore Wealth Management sold out of Protolabs (PRLB) in Q1 2018, closing a stake of 65 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in PRLB in Q1 2014 and held it in 8 quarters. The position peaked at $1.64M in Q2 2014. 248 funds tracked by Wall St. Rank hold PRLB as of Q1 2018.

Evercore Wealth Management reported no remaining Protolabs position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 65 Protolabs shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Protolabs in Q1 2014 and held it in 8 quarters.
Evercore Wealth Management's Protolabs position peaked at $1.64M in Q2 2014.
248 funds tracked by Wall St. Rank held Protolabs as of Q1 2018.

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