EWM
AAN.A

Evercore Wealth Management’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Evercore Wealth Management’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-95
Closed -$2K – 1069
2013
Q3 		$2K Buy
+95
New +$2K ﹤0.01% 978

Other funds holding AAN.A

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Evercore Wealth Management's AAN.A Position: Q4 2013 in Review

Evercore Wealth Management sold out of The Aaron's Company Inc Class A (AAN.A) in Q4 2013, closing a stake of 95 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in AAN.A in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 205 funds tracked by Wall St. Rank hold AAN.A as of Q4 2013.

  • Evercore Wealth Management reported no remaining The Aaron's Company Inc Class A position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 95 The Aaron's Company Inc Class A shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in The Aaron's Company Inc Class A in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's The Aaron's Company Inc Class A position peaked at $2K in Q3 2013.
  • 205 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.