EWM
ARG

Evercore Wealth Management’s Airgas Inc ARG Stock Holding History

Evercore Wealth Management’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-195
Closed -$27K – 1049
2015
Q4 		$27K Buy
+195
New +$22.5K ﹤0.01% 714
2015
Q2 		– Sell
-25
Closed -$3K – 1117
2015
Q1 		$3K Buy
+25
New +$2.83K ﹤0.01% 959

Other funds holding ARG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Evercore Wealth Management's ARG Position: Q1 2016 in Review

Evercore Wealth Management sold out of Airgas Inc (ARG) in Q1 2016, closing a stake of 195 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in ARG in Q1 2015 and held it in 2 quarters. The position peaked at $27K in Q4 2015. 398 funds tracked by Wall St. Rank hold ARG as of Q1 2016.

  • Evercore Wealth Management reported no remaining Airgas Inc position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 195 Airgas Inc shares in Q1 2016, an estimated $27K.
  • Evercore Wealth Management first reported a position in Airgas Inc in Q1 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Airgas Inc position peaked at $27K in Q4 2015.
  • 398 funds tracked by Wall St. Rank held Airgas Inc as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.