EWM
WMGI

Evercore Wealth Management’s Wright Medical Group Inc WMGI Stock Holding History

Evercore Wealth Management’s Portfolio WMGI Stock Details WMGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$5K – 934
2017
Q3 		$5K Hold
200
– – ﹤0.01% 849
2017
Q2 		$5K Sell
200
-300
-60% -$8.48K ﹤0.01% 900
2017
Q1 		$16K Buy
500
+300
+150% +$8.14K ﹤0.01% 785
2016
Q4 		$5K Sell
200
-620
-76% -$14.4K ﹤0.01% 898
2016
Q3 		$20K Buy
+820
New +$18.9K ﹤0.01% 772

Other funds holding WMGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Evercore Wealth Management sold out of Wright Medical Group Inc (WMGI) in Q4 2017, closing a stake of 200 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in WMGI in Q3 2016 and held it in 5 quarters. The position peaked at $20K in Q3 2016. 167 funds tracked by Wall St. Rank hold WMGI as of Q4 2017.

  • Evercore Wealth Management reported no remaining Wright Medical Group Inc position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 200 Wright Medical Group Inc shares in Q4 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Wright Medical Group Inc in Q3 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Wright Medical Group Inc position peaked at $20K in Q3 2016.
  • 167 funds tracked by Wall St. Rank held Wright Medical Group Inc as of Q4 2017.

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