Evercore Wealth Management’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,642	Closed	-$387K	–	407
2018 Q3	$387K	Buy	+3,642	New	+$356K	0.01%	307

Other funds holding PTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's PTC Position: Q4 2018 in Review

Evercore Wealth Management sold out of PTC (PTC) in Q4 2018, closing a stake of 3,642 shares — an estimated $387K sold.

Evercore Wealth Management first reported a position in PTC in Q3 2018 and held it in 1 quarter. The position peaked at $387K in Q3 2018. 407 funds tracked by Wall St. Rank hold PTC as of Q4 2018.

Evercore Wealth Management reported no remaining PTC position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,642 PTC shares in Q4 2018, an estimated $387K.
Evercore Wealth Management first reported a position in PTC in Q3 2018 and held it in 1 quarter.
Evercore Wealth Management's PTC position peaked at $387K in Q3 2018.
407 funds tracked by Wall St. Rank held PTC as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.