Wealthspire Advisors (Maryland)’s Evertec EVTC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-173	Closed	-$5K	–	947
2019 Q1	$5K	Hold	173	–	–	﹤0.01%	1818
2018 Q4	$5K	Buy	173 +11	+7%	+$288	﹤0.01%	1718
2018 Q3	$4K	Buy	162 +49	+43%	+$1.16K	﹤0.01%	1893
2018 Q2	$2K	Buy	113 +95	+528%	+$1.93K	﹤0.01%	2142
2018 Q1	$0	Buy	+18	New	+$283	﹤0.01%	2529

Other funds holding EVTC

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland)'s EVTC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Evertec (EVTC) in Q2 2019, closing a stake of 173 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in EVTC in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 218 funds tracked by Wall St. Rank hold EVTC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Evertec position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 173 Evertec shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Evertec in Q1 2018 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Evertec position peaked at $5K in Q1 2019.
218 funds tracked by Wall St. Rank held Evertec as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.