EWM
RGC

Evercore Wealth Management’s Regal Entertainment Group RGC Stock Holding History

Evercore Wealth Management’s Portfolio RGC Stock Details RGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-800
Closed -$18K – 903
2017
Q4 		$18K Hold
800
– – ﹤0.01% 744
2017
Q3 		$13K Sell
800
-605
-43% -$10.4K ﹤0.01% 768
2017
Q2 		$28K Buy
1,405
+605
+76% +$12.8K ﹤0.01% 667
2017
Q1 		$18K Hold
800
– – ﹤0.01% 774
2016
Q4 		$16K Hold
800
– – ﹤0.01% 787
2016
Q3 		$17K Hold
800
– – ﹤0.01% 805
2016
Q2 		$18K Hold
800
– – ﹤0.01% 778
2016
Q1 		$17K Sell
800
-470
-37% -$8.96K ﹤0.01% 750
2015
Q4 		$24K Buy
1,270
+470
+59% +$8.93K ﹤0.01% 738
2015
Q3 		$15K Hold
800
– – ﹤0.01% 793
2015
Q2 		$17K Hold
800
– – ﹤0.01% 829
2015
Q1 		$18K Hold
800
– – ﹤0.01% 808
2014
Q4 		$17K Hold
800
– – ﹤0.01% 690
2014
Q3 		$16K Hold
800
– – ﹤0.01% 772
2014
Q2 		$17K Hold
800
– – ﹤0.01% 767
2014
Q1 		$15K Hold
800
– – ﹤0.01% 788
2013
Q4 		$16K Hold
800
– – ﹤0.01% 720
2013
Q3 		$15K Hold
800
– – ﹤0.01% 722
2013
Q2 		$14K Buy
+800
New +$14.3K ﹤0.01% 698

Other funds holding RGC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Evercore Wealth Management sold out of Regal Entertainment Group (RGC) in Q1 2018, closing a stake of 800 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in RGC in Q2 2013 and held it in 19 quarters. The position peaked at $28K in Q2 2017. 3 funds tracked by Wall St. Rank hold RGC as of Q1 2018.

  • Evercore Wealth Management reported no remaining Regal Entertainment Group position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 800 Regal Entertainment Group shares in Q1 2018, an estimated $18K.
  • Evercore Wealth Management first reported a position in Regal Entertainment Group in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Regal Entertainment Group position peaked at $28K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Regal Entertainment Group as of Q1 2018.

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