EWM
WCC

Evercore Wealth Management’s WESCO International WCC Stock Holding History

Evercore Wealth Management’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-24
Closed -$2K – 1041
2017
Q1 		$2K Hold
24
– – ﹤0.01% 958
2016
Q4 		$2K Buy
+24
New +$1.52K ﹤0.01% 957

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evercore Wealth Management's WCC Position: Q2 2017 in Review

Evercore Wealth Management sold out of WESCO International (WCC) in Q2 2017, closing a stake of 24 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in WCC in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 225 funds tracked by Wall St. Rank hold WCC as of Q2 2017.

  • Evercore Wealth Management reported no remaining WESCO International position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 24 WESCO International shares in Q2 2017, an estimated $2K.
  • Evercore Wealth Management first reported a position in WESCO International in Q4 2016 and held it in 2 quarters.
  • Evercore Wealth Management's WESCO International position peaked at $2K in Q1 2017.
  • 225 funds tracked by Wall St. Rank held WESCO International as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.