EWM
TWOU

Evercore Wealth Management’s 2U Inc TWOU Stock Holding History

Evercore Wealth Management’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2
Closed -$4K – 933
2017
Q3 		$4K Sell
2
-5
-71% -$7.53K ﹤0.01% 861
2017
Q2 		$10K Buy
+7
New +$9.15K ﹤0.01% 826

Other funds holding TWOU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Evercore Wealth Management's TWOU Position: Q4 2017 in Review

Evercore Wealth Management sold out of 2U Inc (TWOU) in Q4 2017, closing a stake of 2 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in TWOU in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2017. 188 funds tracked by Wall St. Rank hold TWOU as of Q4 2017.

  • Evercore Wealth Management reported no remaining 2U Inc position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2 2U Inc shares in Q4 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in 2U Inc in Q2 2017 and held it in 2 quarters.
  • Evercore Wealth Management's 2U Inc position peaked at $10K in Q2 2017.
  • 188 funds tracked by Wall St. Rank held 2U Inc as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.