Evercore Wealth Management’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,212	Closed	-$79K	–	757
2017 Q4	$79K	Hold	1,212	–	–	﹤0.01%	510
2017 Q3	$75K	Hold	1,212	–	–	﹤0.01%	515
2017 Q2	$84K	Hold	1,212	–	–	﹤0.01%	506
2017 Q1	$76K	Hold	1,212	–	–	﹤0.01%	531
2016 Q4	$67K	Buy	1,212 +812	+203%	+$41.4K	﹤0.01%	554
2016 Q3	$19K	Hold	400	–	–	﹤0.01%	782
2016 Q2	$18K	Hold	400	–	–	﹤0.01%	776
2016 Q1	$17K	Sell	400 -50	-11%	-$1.92K	﹤0.01%	746
2015 Q4	$16K	Hold	450	–	–	﹤0.01%	799
2015 Q3	$16K	Buy	450 +50	+13%	+$1.74K	﹤0.01%	780
2015 Q2	$14K	Hold	400	–	–	﹤0.01%	852
2015 Q1	$14K	Hold	400	–	–	﹤0.01%	837
2014 Q4	$13K	Hold	400	–	–	﹤0.01%	723
2014 Q3	$12K	Hold	400	–	–	﹤0.01%	808
2014 Q2	$13K	Buy	+400	New	+$12.8K	﹤0.01%	805

Other funds holding TTC

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of Toro Company (TTC) in Q1 2018, closing a stake of 1,212 shares — an estimated $79K sold.

Evercore Wealth Management first reported a position in TTC in Q2 2014 and held it in 15 quarters. The position peaked at $84K in Q2 2017. 361 funds tracked by Wall St. Rank hold TTC as of Q1 2018.

Evercore Wealth Management reported no remaining Toro Company position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,212 Toro Company shares in Q1 2018, an estimated $79K.
Evercore Wealth Management first reported a position in Toro Company in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's Toro Company position peaked at $84K in Q2 2017.
361 funds tracked by Wall St. Rank held Toro Company as of Q1 2018.

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