Evoke Wealth’s Americold COLD Stock Holding History

Evoke Wealth’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-680	Closed	-$24K	–	1174
2019 Q4	$24K	Buy	680 +39	+6%	+$1.44K	﹤0.01%	551
2019 Q3	$23.9K	Buy	+641	New	+$22.5K	﹤0.01%	609

Other funds holding COLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Evoke Wealth's COLD Position: Q1 2020 in Review

Evoke Wealth sold out of Americold (COLD) in Q1 2020, closing a stake of 680 shares — an estimated $24K sold.

Evoke Wealth first reported a position in COLD in Q3 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 329 funds tracked by Wall St. Rank hold COLD as of Q1 2020.

Evoke Wealth reported no remaining Americold position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 680 Americold shares in Q1 2020, an estimated $24K.
Evoke Wealth first reported a position in Americold in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Americold position peaked at $24K in Q4 2019.
329 funds tracked by Wall St. Rank held Americold as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.