TrueWealth LLC’s Evercore EVR Stock Holding History

TrueWealth LLC’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-67	Closed	-$6K	–	832
2017 Q4	$6K	Buy	+67	New	+$5.59K	﹤0.01%	606

Other funds holding EVR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

TrueWealth LLC's EVR Position: Q1 2018 in Review

TrueWealth LLC sold out of Evercore (EVR) in Q1 2018, closing a stake of 67 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in EVR in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

TrueWealth LLC reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 67 Evercore shares in Q1 2018, an estimated $6K.
TrueWealth LLC first reported a position in Evercore in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Evercore position peaked at $6K in Q4 2017.
352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.