Evercore Wealth Management’s Mammoth Energy Services TUSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-35,000	Closed	-$241K	–	420
2019 Q2	$241K	Buy	35,000 +25,000	+250%	+$318K	0.01%	366
2019 Q1	$166K	Sell	10,000 -15,000	-60%	-$320K	0.01%	404
2018 Q4	$450K	Buy	25,000 +5,000	+25%	+$123K	0.02%	259
2018 Q3	$582K	Hold	20,000	–	–	0.02%	260
2018 Q2	$679K	Sell	20,000 -15,000	-43%	-$527K	0.02%	239
2018 Q1	$1.12M	Buy	35,000 +15,000	+75%	+$375K	0.04%	175
2017 Q4	$392K	Hold	20,000	–	–	0.01%	280
2017 Q3	$338K	Hold	20,000	–	–	0.01%	298
2017 Q2	$372K	Buy	20,000 +5,000	+33%	+$93.4K	0.01%	296
2017 Q1	$323K	Hold	15,000	–	–	0.01%	312
2016 Q4	$228K	Buy	+15,000	New	+$222K	0.01%	342

Other funds holding TUSK

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evercore Wealth Management's TUSK Position: Q3 2019 in Review

Evercore Wealth Management sold out of Mammoth Energy Services (TUSK) in Q3 2019, closing a stake of 35,000 shares — an estimated $241K sold.

Evercore Wealth Management first reported a position in TUSK in Q4 2016 and held it in 11 quarters. The position peaked at $1.12M in Q1 2018. 87 funds tracked by Wall St. Rank hold TUSK as of Q3 2019.

Evercore Wealth Management reported no remaining Mammoth Energy Services position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 35,000 Mammoth Energy Services shares in Q3 2019, an estimated $241K.
Evercore Wealth Management first reported a position in Mammoth Energy Services in Q4 2016 and held it in 11 quarters.
Evercore Wealth Management's Mammoth Energy Services position peaked at $1.12M in Q1 2018.
87 funds tracked by Wall St. Rank held Mammoth Energy Services as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.