EWM
AL

Evercore Wealth Management’s Air Lease Corp AL Stock Holding History

Evercore Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,500
Closed -$153K – 950
2015
Q2 		$153K Buy
+4,500
New +$170K 0.01% 464

Other funds holding AL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CC
Capital Counsel New York $2.56B AUM 28.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of Air Lease Corp (AL) in Q3 2015, closing a stake of 4,500 shares — an estimated $153K sold.

Evercore Wealth Management first reported a position in AL in Q2 2015 and held it in 1 quarter. The position peaked at $153K in Q2 2015. 219 funds tracked by Wall St. Rank hold AL as of Q3 2015.

  • Evercore Wealth Management reported no remaining Air Lease Corp position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 4,500 Air Lease Corp shares in Q3 2015, an estimated $153K.
  • Evercore Wealth Management first reported a position in Air Lease Corp in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Air Lease Corp position peaked at $153K in Q2 2015.
  • 219 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2015.

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