EWM
ADT

Evercore Wealth Management’s ADT Corp ADT Stock Holding History

Evercore Wealth Management’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,248
Closed -$51K – 1067
2016
Q1 		$51K Sell
1,248
-25
-2% -$877 ﹤0.01% 563
2015
Q4 		$42K Hold
1,273
– – ﹤0.01% 625
2015
Q3 		$38K Hold
1,273
– – ﹤0.01% 638
2015
Q2 		$43K Sell
1,273
-689
-35% -$26.2K ﹤0.01% 666
2015
Q1 		$82K Buy
1,962
+81
+4% +$3.04K ﹤0.01% 560
2014
Q4 		$69K Hold
1,881
– – ﹤0.01% 518
2014
Q3 		$68K Hold
1,881
– – ﹤0.01% 571
2014
Q2 		$66K Buy
1,881
+95
+5% +$3.04K ﹤0.01% 574
2014
Q1 		$53K Sell
1,786
-948
-35% -$31.3K ﹤0.01% 588
2013
Q4 		$110K Sell
2,734
-28
-1% -$1.15K 0.01% 444
2013
Q3 		$112K Buy
2,762
+28
+1% +$1.15K 0.01% 473
2013
Q2 		$109K Buy
+2,734
New +$116K 0.01% 480

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Evercore Wealth Management's ADT Position: Q2 2016 in Review

Evercore Wealth Management sold out of ADT Corp (ADT) in Q2 2016, closing a stake of 1,248 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in ADT in Q2 2013 and held it in 12 quarters. The position peaked at $112K in Q3 2013. 1 fund tracked by Wall St. Rank holds ADT as of Q2 2016.

  • Evercore Wealth Management reported no remaining ADT Corp position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,248 ADT Corp shares in Q2 2016, an estimated $51K.
  • Evercore Wealth Management first reported a position in ADT Corp in Q2 2013 and held it in 12 quarters.
  • Evercore Wealth Management's ADT Corp position peaked at $112K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held ADT Corp as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.