EWM
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Evercore Wealth Management’s Prothena Corp PRTA Stock Holding History

Evercore Wealth Management’s Portfolio PRTA Stock Details PRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed – – 941
2017
Q2 		$0 Hold
4
– – ﹤0.01% 1028
2017
Q1 		$0 Hold
4
– – ﹤0.01% 1027
2016
Q4 		$0 Hold
4
– – ﹤0.01% 1082
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1053
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1035
2016
Q1 		$0 Hold
4
– – ﹤0.01% 991
2015
Q4 		$0 Hold
4
– – ﹤0.01% 1052
2015
Q3 		$0 Hold
4
– – ﹤0.01% 1039
2015
Q2 		$0 Hold
4
– – ﹤0.01% 1088
2015
Q1 		$0 Hold
4
– – ﹤0.01% 1029
2014
Q4 		$0 Hold
4
– – ﹤0.01% 958
2014
Q3 		$0 Hold
4
– – ﹤0.01% 985
2014
Q2 		$0 Buy
+4
New +$100 ﹤0.01% 1031

Other funds holding PRTA

WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's PRTA Position: Q3 2017 in Review

Evercore Wealth Management sold out of Prothena Corp (PRTA) in Q3 2017, closing a stake of 4 shares.

Evercore Wealth Management first reported a position in PRTA in Q2 2014 and held it in 13 quarters. The position peaked at $0 in Q2 2017. 153 funds tracked by Wall St. Rank hold PRTA as of Q3 2017.

  • Evercore Wealth Management reported no remaining Prothena Corp position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 4 Prothena Corp shares in Q3 2017.
  • Evercore Wealth Management first reported a position in Prothena Corp in Q2 2014 and held it in 13 quarters.
  • Evercore Wealth Management's Prothena Corp position peaked at $0 in Q2 2017.
  • 153 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.