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Evercore Wealth Management’s Artisan Partners APAM Stock Holding History

Evercore Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-160
Closed -$9K – 936
2014
Q2 		$9K Buy
+160
New +$9.16K ﹤0.01% 845

Other funds holding APAM

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Evercore Wealth Management's APAM Position: Q3 2014 in Review

Evercore Wealth Management sold out of Artisan Partners (APAM) in Q3 2014, closing a stake of 160 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in APAM in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 142 funds tracked by Wall St. Rank hold APAM as of Q3 2014.

  • Evercore Wealth Management reported no remaining Artisan Partners position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 160 Artisan Partners shares in Q3 2014, an estimated $9K.
  • Evercore Wealth Management first reported a position in Artisan Partners in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Artisan Partners position peaked at $9K in Q2 2014.
  • 142 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.