Evercore Wealth Management’s RH RH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-150	Closed	-$13K	–	695
2017 Q4	$13K	Hold	150	–	–	﹤0.01%	782
2017 Q3	$11K	Hold	150	–	–	﹤0.01%	784
2017 Q2	$10K	Hold	150	–	–	﹤0.01%	823
2017 Q1	$7K	Buy	+150	New	+$4.64K	﹤0.01%	859
2016 Q4	–	Sell	-370	Closed	-$13K	–	1084
2016 Q3	$13K	Sell	370 -300	-45%	-$9.55K	﹤0.01%	843
2016 Q2	$19K	Hold	670	–	–	﹤0.01%	766
2016 Q1	$28K	Sell	670 -1,000	-60%	-$51.1K	﹤0.01%	673
2015 Q4	$133K	Hold	1,670	–	–	0.01%	443
2015 Q3	$156K	Hold	1,670	–	–	0.01%	424
2015 Q2	$163K	Buy	1,670 +370	+28%	+$34.1K	0.01%	455
2015 Q1	$129K	Hold	1,300	–	–	0.01%	491
2014 Q4	$125K	Sell	1,300 -300	-19%	-$25.1K	0.01%	427
2014 Q3	$128K	Hold	1,600	–	–	0.01%	474
2014 Q2	$149K	Sell	1,600 -700	-30%	-$49K	0.01%	444
2014 Q1	$170K	Sell	2,300 -4,120	-64%	-$257K	0.01%	399
2013 Q4	$430K	Sell	6,420 -61,500	-91%	-$4.22M	0.02%	278
2013 Q3	$4.3M	Sell	67,920 -10,850	-14%	-$749K	0.25%	106
2013 Q2	$5.91M	Buy	+78,770	New	+$3.91M	0.33%	83

Other funds holding RH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of RH (RH) in Q1 2018, closing a stake of 150 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in RH in Q2 2013 and held it in 18 quarters. The position peaked at $5.91M in Q2 2013. 213 funds tracked by Wall St. Rank hold RH as of Q1 2018.

Evercore Wealth Management reported no remaining RH position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 150 RH shares in Q1 2018, an estimated $13K.
Evercore Wealth Management first reported a position in RH in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's RH position peaked at $5.91M in Q2 2013.
213 funds tracked by Wall St. Rank held RH as of Q1 2018.

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