Evoke Wealth’s ePlus PLUS Stock Holding History

Evoke Wealth’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-204	Closed	-$8.6K	–	1298
2019 Q4	$8.6K	Hold	204	–	–	﹤0.01%	790
2019 Q3	$7.76K	Buy	+204	New	+$7.87K	﹤0.01%	884

Other funds holding PLUS

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evoke Wealth's PLUS Position: Q1 2020 in Review

Evoke Wealth sold out of ePlus (PLUS) in Q1 2020, closing a stake of 204 shares — an estimated $8.6K sold.

Evoke Wealth first reported a position in PLUS in Q3 2019 and held it in 2 quarters. The position peaked at $8.6K in Q4 2019. 159 funds tracked by Wall St. Rank hold PLUS as of Q1 2020.

Evoke Wealth reported no remaining ePlus position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 204 ePlus shares in Q1 2020, an estimated $8.6K.
Evoke Wealth first reported a position in ePlus in Q3 2019 and held it in 2 quarters.
Evoke Wealth's ePlus position peaked at $8.6K in Q4 2019.
159 funds tracked by Wall St. Rank held ePlus as of Q1 2020.

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