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Evercore Wealth Management’s US Physical Therapy USPH Stock Holding History

Evercore Wealth Management’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-91
Closed -$5K – 952
2017
Q2 		$5K Buy
+91
New +$5.81K ﹤0.01% 897

Other funds holding USPH

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's USPH Position: Q3 2017 in Review

Evercore Wealth Management sold out of US Physical Therapy (USPH) in Q3 2017, closing a stake of 91 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in USPH in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 167 funds tracked by Wall St. Rank hold USPH as of Q3 2017.

  • Evercore Wealth Management reported no remaining US Physical Therapy position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 91 US Physical Therapy shares in Q3 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in US Physical Therapy in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's US Physical Therapy position peaked at $5K in Q2 2017.
  • 167 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.