Evercore Wealth Management’s Waters Corp WAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-275	Closed	-$53K	–	793
2017 Q4	$53K	Sell	275 -25	-8%	-$4.83K	﹤0.01%	574
2017 Q3	$54K	Sell	300 -123	-29%	-$22.3K	﹤0.01%	565
2017 Q2	$78K	Hold	423	–	–	﹤0.01%	517
2017 Q1	$66K	Sell	423 -9	-2%	-$1.34K	﹤0.01%	552
2016 Q4	$58K	Buy	432 +402	+1,340%	+$57.4K	﹤0.01%	578
2016 Q3	$5K	Hold	30	–	–	﹤0.01%	941
2016 Q2	$4K	Sell	30 -90	-75%	-$12.2K	﹤0.01%	961
2016 Q1	$16K	Hold	120	–	–	﹤0.01%	757
2015 Q4	$16K	Buy	+120	New	+$15.4K	﹤0.01%	801
2014 Q4	–	Sell	-600	Closed	-$59K	–	1003
2014 Q3	$59K	Hold	600	–	–	﹤0.01%	589
2014 Q2	$63K	Hold	600	–	–	﹤0.01%	580
2014 Q1	$65K	Hold	600	–	–	﹤0.01%	555
2013 Q4	$60K	Hold	600	–	–	﹤0.01%	535
2013 Q3	$64K	Sell	600 -717	-54%	-$73.5K	﹤0.01%	541
2013 Q2	$132K	Buy	+1,317	New	+$126K	0.01%	449

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Evercore Wealth Management sold out of Waters Corp (WAT) in Q1 2018, closing a stake of 275 shares — an estimated $53K sold.

Evercore Wealth Management first reported a position in WAT in Q2 2013 and held it in 15 quarters. The position peaked at $132K in Q2 2013. 574 funds tracked by Wall St. Rank hold WAT as of Q1 2018.

Evercore Wealth Management reported no remaining Waters Corp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 275 Waters Corp shares in Q1 2018, an estimated $53K.
Evercore Wealth Management first reported a position in Waters Corp in Q2 2013 and held it in 15 quarters.
Evercore Wealth Management's Waters Corp position peaked at $132K in Q2 2013.
574 funds tracked by Wall St. Rank held Waters Corp as of Q1 2018.

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