EWM
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Evercore Wealth Management’s Xerox XRX Stock Holding History

Evercore Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$15K – 819
2017
Q4 		$15K Hold
500
– – ﹤0.01% 766
2017
Q3 		$17K Hold
500
– – ﹤0.01% 736
2017
Q2 		$14K Hold
500
– – ﹤0.01% 775
2017
Q1 		$15K Sell
500
-639
-56% -$18.4K ﹤0.01% 790
2016
Q4 		$26K Sell
1,139
-362
-24% -$9.01K ﹤0.01% 717
2016
Q3 		$40K Hold
1,501
– – ﹤0.01% 647
2016
Q2 		$38K Buy
1,501
+362
+32% +$9.52K ﹤0.01% 633
2016
Q1 		$33K Sell
1,139
-4,483
-80% -$116K ﹤0.01% 644
2015
Q4 		$157K Buy
5,622
+4,483
+394% +$120K 0.01% 416
2015
Q3 		$29K Hold
1,139
– – ﹤0.01% 677
2015
Q2 		$32K Sell
1,139
-94
-8% -$2.91K ﹤0.01% 712
2015
Q1 		$42K Sell
1,233
-3,593
-74% -$127K ﹤0.01% 654
2014
Q4 		$176K Buy
4,826
+82
+2% +$2.89K 0.01% 382
2014
Q3 		$165K Sell
4,744
-566
-11% -$19.8K 0.01% 432
2014
Q2 		$174K Sell
5,310
-1,036
-16% -$32.9K 0.01% 412
2014
Q1 		$189K Buy
6,346
+28
+0.4% +$820 0.01% 385
2013
Q4 		$203K Buy
6,318
+300
+5% +$8.64K 0.01% 366
2013
Q3 		$163K Buy
6,018
+737
+14% +$19.4K 0.01% 415
2013
Q2 		$126K Buy
+5,281
New +$123K 0.01% 459

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of Xerox (XRX) in Q1 2018, closing a stake of 500 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in XRX in Q2 2013 and held it in 19 quarters. The position peaked at $203K in Q4 2013. 492 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

  • Evercore Wealth Management reported no remaining Xerox position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 500 Xerox shares in Q1 2018, an estimated $15K.
  • Evercore Wealth Management first reported a position in Xerox in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Xerox position peaked at $203K in Q4 2013.
  • 492 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

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