WAM
EVBG

Wealthspire Advisors (Maryland)’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-85
Closed -$2K – 2503
2017
Q2 		$2K Buy
+85
New +$2.03K ﹤0.01% 2022

Other funds holding EVBG

DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVBG Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2017, closing a stake of 85 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EVBG in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 101 funds tracked by Wall St. Rank hold EVBG as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Everbridge, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 85 Everbridge, Inc. Common Stock shares in Q3 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Everbridge, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Everbridge, Inc. Common Stock position peaked at $2K in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.