ECM
AUO

Evergreen Capital Management’s AU Optronics Corp AUO Stock Holding History

Evergreen Capital Management’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,997
Closed -$67K – 430
2018
Q3 		$67K Sell
15,997
-1,048
-6% -$4.46K 0.01% 388
2018
Q2 		$72K Buy
+17,045
New +$73.3K 0.01% 363

Other funds holding AUO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management's AUO Position: Q4 2018 in Review

Evergreen Capital Management sold out of AU Optronics Corp (AUO) in Q4 2018, closing a stake of 15,997 shares — an estimated $67K sold.

Evergreen Capital Management first reported a position in AUO in Q2 2018 and held it in 2 quarters. The position peaked at $72K in Q2 2018. 110 funds tracked by Wall St. Rank hold AUO as of Q4 2018.

  • Evergreen Capital Management reported no remaining AU Optronics Corp position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 15,997 AU Optronics Corp shares in Q4 2018, an estimated $67K.
  • Evergreen Capital Management first reported a position in AU Optronics Corp in Q2 2018 and held it in 2 quarters.
  • Evergreen Capital Management's AU Optronics Corp position peaked at $72K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held AU Optronics Corp as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.