EWM
TECD

Evercore Wealth Management’s Tech Data Corp TECD Stock Holding History

Evercore Wealth Management’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$10K – 872
2017
Q4 		$10K Hold
100
– – ﹤0.01% 814
2017
Q3 		$9K Hold
100
– – ﹤0.01% 805
2017
Q2 		$10K Hold
100
– – ﹤0.01% 827
2017
Q1 		$9K Hold
100
– – ﹤0.01% 840
2016
Q4 		$8K Sell
100
-100
-50% -$8.31K ﹤0.01% 849
2016
Q3 		$17K Hold
200
– – ﹤0.01% 804
2016
Q2 		$14K Hold
200
– – ﹤0.01% 816
2016
Q1 		$15K Sell
200
-275
-58% -$18.9K ﹤0.01% 768
2015
Q4 		$32K Buy
+475
New +$33.9K ﹤0.01% 678

Other funds holding TECD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evercore Wealth Management sold out of Tech Data Corp (TECD) in Q1 2018, closing a stake of 100 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in TECD in Q4 2015 and held it in 9 quarters. The position peaked at $32K in Q4 2015. 283 funds tracked by Wall St. Rank hold TECD as of Q1 2018.

  • Evercore Wealth Management reported no remaining Tech Data Corp position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Tech Data Corp shares in Q1 2018, an estimated $10K.
  • Evercore Wealth Management first reported a position in Tech Data Corp in Q4 2015 and held it in 9 quarters.
  • Evercore Wealth Management's Tech Data Corp position peaked at $32K in Q4 2015.
  • 283 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2018.

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