EWM
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Elite Wealth Management’s National Bank Holdings NBHC Stock Holding History

Elite Wealth Management’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-61
Closed -$1K – 558
2013
Q4 		$1K Buy
+61
New +$1.27K ﹤0.01% 807

Other funds holding NBHC

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elite Wealth Management's NBHC Position: Q1 2014 in Review

Elite Wealth Management sold out of National Bank Holdings (NBHC) in Q1 2014, closing a stake of 61 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in NBHC in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 93 funds tracked by Wall St. Rank hold NBHC as of Q1 2014.

  • Elite Wealth Management reported no remaining National Bank Holdings position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 61 National Bank Holdings shares in Q1 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in National Bank Holdings in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's National Bank Holdings position peaked at $1K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.