Evercore Wealth Management’s Gentherm THRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-169	Closed	-$5K	–	744
2017 Q4	$5K	Hold	169	–	–	﹤0.01%	855
2017 Q3	$6K	Hold	169	–	–	﹤0.01%	835
2017 Q2	$7K	Hold	169	–	–	﹤0.01%	865
2017 Q1	$7K	Buy	+169	New	+$6.05K	﹤0.01%	861
2016 Q4	–	Sell	-295	Closed	-$9K	–	1094
2016 Q3	$9K	Buy	+295	New	+$9.75K	﹤0.01%	879
2016 Q1	–	Sell	-782	Closed	-$37K	–	1011
2015 Q4	$37K	Hold	782	–	–	﹤0.01%	654
2015 Q3	$35K	Sell	782 -155	-17%	-$7.43K	﹤0.01%	650
2015 Q2	$52K	Buy	937 +782	+505%	+$41.4K	﹤0.01%	630
2015 Q1	$8K	Sell	155 -2,126	-93%	-$90K	﹤0.01%	896
2014 Q4	$83K	Sell	2,281 -1,918	-46%	-$75K	﹤0.01%	484
2014 Q3	$177K	Buy	4,199 +589	+16%	+$27.7K	0.01%	417
2014 Q2	$161K	Sell	3,610 -420	-10%	-$16.5K	0.01%	424
2014 Q1	$140K	Buy	4,030 +688	+21%	+$19.3K	0.01%	423
2013 Q4	$90K	Buy	+3,342	New	+$76.7K	﹤0.01%	473

Other funds holding THRM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of Gentherm (THRM) in Q1 2018, closing a stake of 169 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in THRM in Q4 2013 and held it in 14 quarters. The position peaked at $177K in Q3 2014. 177 funds tracked by Wall St. Rank hold THRM as of Q1 2018.

Evercore Wealth Management reported no remaining Gentherm position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 169 Gentherm shares in Q1 2018, an estimated $5K.
Evercore Wealth Management first reported a position in Gentherm in Q4 2013 and held it in 14 quarters.
Evercore Wealth Management's Gentherm position peaked at $177K in Q3 2014.
177 funds tracked by Wall St. Rank held Gentherm as of Q1 2018.

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