IWM
EVOL

IHT Wealth Management’s Evolving Systems, Inc. EVOL Stock Holding History

IHT Wealth Management’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-225
Closed -$1K – 1512
2017
Q1 		$1K Hold
225
– – ﹤0.01% 1263
2016
Q4 		$1K Buy
+225
New +$929 ﹤0.01% 1195

Other funds holding EVOL

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ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IHT Wealth Management's EVOL Position: Q2 2017 in Review

IHT Wealth Management sold out of Evolving Systems, Inc. (EVOL) in Q2 2017, closing a stake of 225 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in EVOL in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 32 funds tracked by Wall St. Rank hold EVOL as of Q2 2017.

  • IHT Wealth Management reported no remaining Evolving Systems, Inc. position as of Q2 2017 after selling out during the quarter.
  • IHT Wealth Management sold 225 Evolving Systems, Inc. shares in Q2 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in Evolving Systems, Inc. in Q4 2016 and held it in 2 quarters.
  • IHT Wealth Management's Evolving Systems, Inc. position peaked at $1K in Q1 2017.
  • 32 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q2 2017.

Based on IHT Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.