EWM
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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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return