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Evercore Wealth Management’s Teladoc Health TDOC Stock Holding History

Evercore Wealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-161
Closed -$6K – 947
2017
Q2 		$6K Buy
+161
New +$4.69K ﹤0.01% 887

Other funds holding TDOC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Evercore Wealth Management's TDOC Position: Q3 2017 in Review

Evercore Wealth Management sold out of Teladoc Health (TDOC) in Q3 2017, closing a stake of 161 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in TDOC in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 178 funds tracked by Wall St. Rank hold TDOC as of Q3 2017.

  • Evercore Wealth Management reported no remaining Teladoc Health position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 161 Teladoc Health shares in Q3 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Teladoc Health in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Teladoc Health position peaked at $6K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.