Evercore Wealth Management’s SecureWorks Corp Class A Common Stock SCWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$4K	–	832
2017 Q4	$4K	Hold	500	–	–	﹤0.01%	869
2017 Q3	$6K	Hold	500	–	–	﹤0.01%	837
2017 Q2	$5K	Hold	500	–	–	﹤0.01%	898
2017 Q1	$5K	Buy	+500	New	+$5.36K	﹤0.01%	888

Other funds holding SCWX

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of SecureWorks Corp Class A Common Stock (SCWX) in Q1 2018, closing a stake of 500 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in SCWX in Q1 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2017. 64 funds tracked by Wall St. Rank hold SCWX as of Q1 2018.

Evercore Wealth Management reported no remaining SecureWorks Corp Class A Common Stock position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 SecureWorks Corp Class A Common Stock shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in SecureWorks Corp Class A Common Stock in Q1 2017 and held it in 4 quarters.
Evercore Wealth Management's SecureWorks Corp Class A Common Stock position peaked at $6K in Q3 2017.
64 funds tracked by Wall St. Rank held SecureWorks Corp Class A Common Stock as of Q1 2018.

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