Evercore Wealth Management’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,154	Closed	-$52K	–	729
2017 Q4	$52K	Hold	2,154	–	–	﹤0.01%	576
2017 Q3	$61K	Sell	2,154 -118	-5%	-$3.48K	﹤0.01%	548
2017 Q2	$72K	Buy	2,272 +376	+20%	+$11.2K	﹤0.01%	529
2017 Q1	$55K	Hold	1,896	–	–	﹤0.01%	585
2016 Q4	$66K	Hold	1,896	–	–	﹤0.01%	557
2016 Q3	$70K	Hold	1,896	–	–	﹤0.01%	540
2016 Q2	$57K	Hold	1,896	–	–	﹤0.01%	555
2016 Q1	$41K	Buy	1,896 +1,346	+245%	+$33.8K	﹤0.01%	606
2015 Q4	$19K	Hold	550	–	–	﹤0.01%	778
2015 Q3	$19K	Hold	550	–	–	﹤0.01%	754
2015 Q2	$18K	Hold	550	–	–	﹤0.01%	814
2015 Q1	$18K	Hold	550	–	–	﹤0.01%	801
2014 Q4	$16K	Hold	550	–	–	﹤0.01%	697
2014 Q3	$15K	Hold	550	–	–	﹤0.01%	776
2014 Q2	$17K	Hold	550	–	–	﹤0.01%	764
2014 Q1	$17K	Hold	550	–	–	﹤0.01%	765
2013 Q4	$18K	Hold	550	–	–	﹤0.01%	697
2013 Q3	$18K	Hold	550	–	–	﹤0.01%	701
2013 Q2	$15K	Buy	+550	New	+$13.3K	﹤0.01%	687

Other funds holding SPSC

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

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of SPS Commerce (SPSC) in Q1 2018, closing a stake of 2,154 shares — an estimated $52K sold.

Evercore Wealth Management first reported a position in SPSC in Q2 2013 and held it in 19 quarters. The position peaked at $72K in Q2 2017. 170 funds tracked by Wall St. Rank hold SPSC as of Q1 2018.

Evercore Wealth Management reported no remaining SPS Commerce position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,154 SPS Commerce shares in Q1 2018, an estimated $52K.
Evercore Wealth Management first reported a position in SPS Commerce in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's SPS Commerce position peaked at $72K in Q2 2017.
170 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2018.

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