Evercore Wealth Management’s Astoria Financial Corporation AF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$32K | – | 946 |
|
|
2017
Q3 | $32K | Hold |
1,500
| – | – | ﹤0.01% | 633 |
|
|
2017
Q2 | $30K | Sell |
1,500
-1,000
| -40% | -$19.8K | ﹤0.01% | 650 |
|
|
2017
Q1 | $51K | Hold |
2,500
| – | – | ﹤0.01% | 597 |
|
|
2016
Q4 | $47K | Hold |
2,500
| – | – | ﹤0.01% | 621 |
|
|
2016
Q3 | $36K | Hold |
2,500
| – | – | ﹤0.01% | 672 |
|
|
2016
Q2 | $38K | Hold |
2,500
| – | – | ﹤0.01% | 635 |
|
|
2016
Q1 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 613 |
|
|
2015
Q4 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 637 |
|
|
2015
Q3 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 626 |
|
|
2015
Q2 | $34K | Hold |
2,500
| – | – | ﹤0.01% | 704 |
|
|
2015
Q1 | $32K | Sell |
2,500
-2,500
| -50% | -$32.1K | ﹤0.01% | 703 |
|
|
2014
Q4 | $67K | Hold |
5,000
| – | – | ﹤0.01% | 522 |
|
|
2014
Q3 | $62K | Hold |
5,000
| – | – | ﹤0.01% | 580 |
|
|
2014
Q2 | $67K | Hold |
5,000
| – | – | ﹤0.01% | 571 |
|
|
2014
Q1 | $69K | Hold |
5,000
| – | – | ﹤0.01% | 544 |
|
|
2013
Q4 | $69K | Hold |
5,000
| – | – | ﹤0.01% | 516 |
|
|
2013
Q3 | $62K | Hold |
5,000
| – | – | ﹤0.01% | 548 |
|
|
2013
Q2 | $54K | Buy |
+5,000
| New | +$49.4K | ﹤0.01% | 559 |
|
Other funds holding AF
Evercore Wealth Management's AF Position: Q4 2017 in Review
Evercore Wealth Management sold out of Astoria Financial Corporation (AF) in Q4 2017, closing a stake of 1,500 shares — an estimated $32K sold.
Evercore Wealth Management first reported a position in AF in Q2 2013 and held it in 18 quarters. The position peaked at $69K in Q1 2014. 1 fund tracked by Wall St. Rank holds AF as of Q4 2017.
- Evercore Wealth Management reported no remaining Astoria Financial Corporation position as of Q4 2017 after selling out during the quarter.
- Evercore Wealth Management sold 1,500 Astoria Financial Corporation shares in Q4 2017, an estimated $32K.
- Evercore Wealth Management first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 18 quarters.
- Evercore Wealth Management's Astoria Financial Corporation position peaked at $69K in Q1 2014.
- 1 fund tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2017.
Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.