EWM
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Evercore Wealth Management’s TTEC Holdings TTEC Stock Holding History

Evercore Wealth Management’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-800
Closed -$22K – 1012
2015
Q4 		$22K Buy
+800
New +$22.9K ﹤0.01% 751

Other funds holding TTEC

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's TTEC Position: Q1 2016 in Review

Evercore Wealth Management sold out of TTEC Holdings (TTEC) in Q1 2016, closing a stake of 800 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in TTEC in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 144 funds tracked by Wall St. Rank hold TTEC as of Q1 2016.

  • Evercore Wealth Management reported no remaining TTEC Holdings position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 800 TTEC Holdings shares in Q1 2016, an estimated $22K.
  • Evercore Wealth Management first reported a position in TTEC Holdings in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's TTEC Holdings position peaked at $22K in Q4 2015.
  • 144 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.