EWM
WOOF

Evercore Wealth Management’s VCA Inc. WOOF Stock Holding History

Evercore Wealth Management’s Portfolio WOOF Stock Details WOOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,317
Closed -$122K – 998
2017
Q2 		$122K Sell
1,317
-650
-33% -$59.8K ﹤0.01% 433
2017
Q1 		$180K Sell
1,967
-1,923
-49% -$172K 0.01% 385
2016
Q4 		$267K Buy
3,890
+1,225
+46% +$80K 0.01% 323
2016
Q3 		$186K Buy
2,665
+346
+15% +$24.2K 0.01% 390
2016
Q2 		$157K Hold
2,319
– – 0.01% 402
2016
Q1 		$134K Hold
2,319
– – 0.01% 415
2015
Q4 		$128K Sell
2,319
-176
-7% -$9.65K 0.01% 449
2015
Q3 		$130K Sell
2,495
-1,120
-31% -$62.7K 0.01% 452
2015
Q2 		$198K Buy
3,615
+935
+35% +$49.5K 0.01% 421
2015
Q1 		$147K Buy
2,680
+598
+29% +$31.3K 0.01% 472
2014
Q4 		$101K Sell
2,082
-502
-19% -$22.6K 0.01% 466
2014
Q3 		$102K Buy
2,584
+2,059
+392% +$79.4K 0.01% 513
2014
Q2 		$19K Sell
525
-1,338
-72% -$43.5K ﹤0.01% 753
2014
Q1 		$58K Buy
1,863
+245
+15% +$7.91K ﹤0.01% 575
2013
Q4 		$50K Buy
+1,618
New +$47.2K ﹤0.01% 565

Other funds holding WOOF

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Evercore Wealth Management sold out of VCA Inc. (WOOF) in Q3 2017, closing a stake of 1,317 shares — an estimated $122K sold.

Evercore Wealth Management first reported a position in WOOF in Q4 2013 and held it in 15 quarters. The position peaked at $267K in Q4 2016. 4 funds tracked by Wall St. Rank hold WOOF as of Q3 2017.

  • Evercore Wealth Management reported no remaining VCA Inc. position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,317 VCA Inc. shares in Q3 2017, an estimated $122K.
  • Evercore Wealth Management first reported a position in VCA Inc. in Q4 2013 and held it in 15 quarters.
  • Evercore Wealth Management's VCA Inc. position peaked at $267K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held VCA Inc. as of Q3 2017.

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