WPW
P

Waldron Private Wealth’s Everpure Inc P Stock Holding History

Waldron Private Wealth’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12,278
Closed -$244K – 186
2018
Q1 		$244K Buy
+12,278
New +$241K 0.05% 143

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Waldron Private Wealth's P Position: Q2 2018 in Review

Waldron Private Wealth sold out of Everpure Inc (P) in Q2 2018, closing a stake of 12,278 shares — an estimated $244K sold.

Waldron Private Wealth first reported a position in P in Q1 2018 and held it in 1 quarter. The position peaked at $244K in Q1 2018. 245 funds tracked by Wall St. Rank hold P as of Q2 2018.

  • Waldron Private Wealth reported no remaining Everpure Inc position as of Q2 2018 after selling out during the quarter.
  • Waldron Private Wealth sold 12,278 Everpure Inc shares in Q2 2018, an estimated $244K.
  • Waldron Private Wealth first reported a position in Everpure Inc in Q1 2018 and held it in 1 quarter.
  • Waldron Private Wealth's Everpure Inc position peaked at $244K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2018.

Based on Waldron Private Wealth's 13F filing for Q2 2018, filed 9 Aug 2018.