EWM
ARMH

Evercore Wealth Management’s ARM HOLDINGS PLC ADS ARMH Stock Holding History

Evercore Wealth Management’s Portfolio ARMH Stock Details ARMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-180
Closed -$8K – 1043
2014
Q2 		$8K Buy
+180
New +$8.36K ﹤0.01% 868
2013
Q4 		– Sell
-119
Closed -$6K – 1064
2013
Q3 		$6K Buy
+119
New +$5.03K ﹤0.01% 834

Other funds holding ARMH

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Evercore Wealth Management sold out of ARM HOLDINGS PLC ADS (ARMH) in Q3 2014, closing a stake of 180 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in ARMH in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 227 funds tracked by Wall St. Rank hold ARMH as of Q3 2014.

  • Evercore Wealth Management reported no remaining ARM HOLDINGS PLC ADS position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 180 ARM HOLDINGS PLC ADS shares in Q3 2014, an estimated $8K.
  • Evercore Wealth Management first reported a position in ARM HOLDINGS PLC ADS in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's ARM HOLDINGS PLC ADS position peaked at $8K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held ARM HOLDINGS PLC ADS as of Q3 2014.

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