First Mercantile Trust’s Evolent Health EVH Stock Holding History

First Mercantile Trust’s Portfolio EVH Stock Details EVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-15,483	Closed	-$309K	–	876
2018 Q4	$309K	Sell	15,483 -5,374	-26%	-$124K	0.07%	303
2018 Q3	$592K	Buy	20,857 +10,152	+95%	+$242K	0.12%	212
2018 Q2	$225K	Buy	+10,705	New	+$203K	0.04%	478
2017 Q4	–	Sell	-9,002	Closed	-$160K	–	815
2017 Q3	$160K	Buy	9,002 +1,206	+15%	+$24.8K	0.03%	617
2017 Q2	$198K	Buy	+7,796	New	+$188K	0.04%	569

Other funds holding EVH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

First Mercantile Trust's EVH Position: Q1 2019 in Review

First Mercantile Trust sold out of Evolent Health (EVH) in Q1 2019, closing a stake of 15,483 shares — an estimated $309K sold.

First Mercantile Trust first reported a position in EVH in Q2 2017 and held it in 5 quarters. The position peaked at $592K in Q3 2018. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2019.

First Mercantile Trust reported no remaining Evolent Health position as of Q1 2019 after selling out during the quarter.
First Mercantile Trust sold 15,483 Evolent Health shares in Q1 2019, an estimated $309K.
First Mercantile Trust first reported a position in Evolent Health in Q2 2017 and held it in 5 quarters.
First Mercantile Trust's Evolent Health position peaked at $592K in Q3 2018.
192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2019.

Based on First Mercantile Trust's 13F filing for Q1 2019, filed 6 May 2019.