Evoke Wealth’s Premier PINC Stock Holding History

Evoke Wealth’s Portfolio PINC Stock Details PINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-835	Closed	-$31.6K	–	1296
2019 Q4	$31.6K	Sell	835 -44	-5%	-$1.55K	﹤0.01%	498
2019 Q3	$25.4K	Buy	+879	New	+$32.7K	﹤0.01%	599

Other funds holding PINC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evoke Wealth's PINC Position: Q1 2020 in Review

Evoke Wealth sold out of Premier (PINC) in Q1 2020, closing a stake of 835 shares — an estimated $31.6K sold.

Evoke Wealth first reported a position in PINC in Q3 2019 and held it in 2 quarters. The position peaked at $31.6K in Q4 2019. 210 funds tracked by Wall St. Rank hold PINC as of Q1 2020.

Evoke Wealth reported no remaining Premier position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 835 Premier shares in Q1 2020, an estimated $31.6K.
Evoke Wealth first reported a position in Premier in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Premier position peaked at $31.6K in Q4 2019.
210 funds tracked by Wall St. Rank held Premier as of Q1 2020.

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