EWM
AOL

Evercore Wealth Management’s AOL INC COMMON STOCK AOL Stock Holding History

Evercore Wealth Management’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-130
Closed -$5K – 1126
2015
Q1 		$5K Hold
130
– – ﹤0.01% 931
2014
Q4 		$6K Hold
130
– – ﹤0.01% 788
2014
Q3 		$6K Hold
130
– – ﹤0.01% 863
2014
Q2 		$5K Hold
130
– – ﹤0.01% 920
2014
Q1 		$6K Buy
130
+15
+13% +$678 ﹤0.01% 855
2013
Q4 		$5K Hold
115
– – ﹤0.01% 806
2013
Q3 		$4K Hold
115
– – ﹤0.01% 922
2013
Q2 		$4K Buy
+115
New +$4.29K ﹤0.01% 771

Other funds holding AOL

HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Evercore Wealth Management's AOL Position: Q2 2015 in Review

Evercore Wealth Management sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 130 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in AOL in Q2 2013 and held it in 8 quarters. The position peaked at $6K in Q4 2014. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

  • Evercore Wealth Management reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 130 AOL INC COMMON STOCK shares in Q2 2015, an estimated $5K.
  • Evercore Wealth Management first reported a position in AOL INC COMMON STOCK in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's AOL INC COMMON STOCK position peaked at $6K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.