Evercore Wealth Management’s Valmont Industries VMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-125	Closed	-$21K	–	779
2017 Q4	$21K	Hold	125	–	–	﹤0.01%	724
2017 Q3	$20K	Hold	125	–	–	﹤0.01%	717
2017 Q2	$19K	Hold	125	–	–	﹤0.01%	732
2017 Q1	$19K	Hold	125	–	–	﹤0.01%	762
2016 Q4	$18K	Hold	125	–	–	﹤0.01%	765
2016 Q3	$17K	Hold	125	–	–	﹤0.01%	798
2016 Q2	$17K	Hold	125	–	–	﹤0.01%	782
2016 Q1	$15K	Hold	125	–	–	﹤0.01%	766
2015 Q4	$13K	Hold	125	–	–	﹤0.01%	827
2015 Q3	$12K	Hold	125	–	–	﹤0.01%	815
2015 Q2	$15K	Hold	125	–	–	﹤0.01%	843
2015 Q1	$15K	Hold	125	–	–	﹤0.01%	823
2014 Q4	$16K	Hold	125	–	–	﹤0.01%	700
2014 Q3	$17K	Hold	125	–	–	﹤0.01%	762
2014 Q2	$19K	Hold	125	–	–	﹤0.01%	746
2014 Q1	$19K	Buy	+125	New	+$18.5K	﹤0.01%	749
2013 Q4	–	Sell	-22	Closed	-$4K	–	993
2013 Q3	$4K	Sell	22 -228	-91%	-$32.6K	﹤0.01%	913
2013 Q2	$36K	Buy	+250	New	+$36.6K	﹤0.01%	606

Other funds holding VMI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMU

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Evercore Wealth Management sold out of Valmont Industries (VMI) in Q1 2018, closing a stake of 125 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in VMI in Q2 2013 and held it in 18 quarters. The position peaked at $36K in Q2 2013. 263 funds tracked by Wall St. Rank hold VMI as of Q1 2018.

Evercore Wealth Management reported no remaining Valmont Industries position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 125 Valmont Industries shares in Q1 2018, an estimated $21K.
Evercore Wealth Management first reported a position in Valmont Industries in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Valmont Industries position peaked at $36K in Q2 2013.
263 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2018.

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