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Evercore Wealth Management’s Advance Auto Parts AAP Stock Holding History

Evercore Wealth Management’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-430
Closed -$68K – 947
2015
Q2 		$68K Hold
430
– – ﹤0.01% 584
2015
Q1 		$64K Hold
430
– – ﹤0.01% 594
2014
Q4 		$68K Hold
430
– – ﹤0.01% 519
2014
Q3 		$56K Hold
430
– – ﹤0.01% 595
2014
Q2 		$58K Hold
430
– – ﹤0.01% 592
2014
Q1 		$54K Hold
430
– – ﹤0.01% 584
2013
Q4 		$48K Hold
430
– – ﹤0.01% 566
2013
Q3 		$36K Sell
430
-2,057
-83% -$168K ﹤0.01% 606
2013
Q2 		$202K Buy
+2,487
New +$206K 0.01% 395

Other funds holding AAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evercore Wealth Management's AAP Position: Q3 2015 in Review

Evercore Wealth Management sold out of Advance Auto Parts (AAP) in Q3 2015, closing a stake of 430 shares — an estimated $68K sold.

Evercore Wealth Management first reported a position in AAP in Q2 2013 and held it in 9 quarters. The position peaked at $202K in Q2 2013. 488 funds tracked by Wall St. Rank hold AAP as of Q3 2015.

  • Evercore Wealth Management reported no remaining Advance Auto Parts position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 430 Advance Auto Parts shares in Q3 2015, an estimated $68K.
  • Evercore Wealth Management first reported a position in Advance Auto Parts in Q2 2013 and held it in 9 quarters.
  • Evercore Wealth Management's Advance Auto Parts position peaked at $202K in Q2 2013.
  • 488 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.