EWM
PEO

Empirical Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

Empirical Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
2014
Q4 		$276K Hold
2014
Q3 		$334K Hold
2014
Q2 		$361K Buy
2014
Q1 		$323K Buy
2013
Q4 		$315K Hold
2013
Q3 		$311K Buy