Evercore Wealth Management, LLC - POWERSHARES QQQ TRUST ownership

POWERSHARES QQQ TRUST's ticker is QQQXXXX and the CUSIP is 73935A104. A total of 930 filers reported holding POWERSHARES QQQ TRUST in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of POWERSHARES QQQ TRUST
ValueSharesWeighting
Q1 2018$830,000
+0.7%
5,185
-1.9%
0.03%
+3.2%
Q4 2017$824,000
+8.3%
5,288
+1.0%
0.03%
+3.3%
Q3 2017$761,000
-11.3%
5,234
-16.0%
0.03%
-9.1%
Q2 2017$858,000
-11.3%
6,229
-14.8%
0.03%
-13.2%
Q1 2017$967,000
+12.4%
7,309
+0.7%
0.04%
+5.6%
Q4 2016$860,000
+23.0%
7,260
+23.4%
0.04%
+24.1%
Q3 2016$699,000
+10.4%
5,8850.0%0.03%
+3.6%
Q2 2016$633,000
+49.3%
5,885
+51.5%
0.03%
+47.4%
Q1 2016$424,000
-27.4%
3,885
-25.6%
0.02%
-29.6%
Q4 2015$584,000
+57.4%
5,224
+43.3%
0.03%
+50.0%
Q3 2015$371,000
-4.9%
3,6450.0%0.02%0.0%
Q2 2015$390,000
+15.0%
3,645
+13.6%
0.02%
+12.5%
Q1 2015$339,000
+1110.7%
3,210
+1026.3%
0.02%
+1500.0%
Q3 2014$28,000
+86.7%
285
+78.1%
0.00%0.0%
Q2 2014$15,000
-62.5%
160
-65.2%
0.00%
-50.0%
Q1 2014$40,000
+185.7%
460
+187.5%
0.00%
+100.0%
Q4 2013$14,0001600.00%
Other shareholders
POWERSHARES QQQ TRUST shareholders Q1 2017
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 35,205$12,613,0487.48%
Financial Advisory Group 24,960$8,942,4961.84%
RETIREMENT INCOME SOLUTIONS, INC 15,128$5,419,7461.52%
Blue Edge Capital, LLC 9,707$3,477,8060.73%
WEDGEWOOD INVESTORS INC /PA/ 930$333,1910.45%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,337$2,270,0000.26%
Stuart Chaussee & Associates, Inc. 1,172$419,9860.14%
Byrne Asset Management LLC 408$146,0000.12%
Acropolis Investment Management, LLC 3,940$1,411,4280.11%
Regis Acquisition Inc. 590$2110.09%
View complete list of POWERSHARES QQQ TRUST shareholders