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Evercore Wealth Management’s Artesian Resources ARTNA Stock Holding History

Evercore Wealth Management’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-455
Closed -$10K – 956
2015
Q2 		$10K Buy
+455
New +$9.77K ﹤0.01% 897

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BFA
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DRZID
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CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of Artesian Resources (ARTNA) in Q3 2015, closing a stake of 455 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in ARTNA in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 72 funds tracked by Wall St. Rank hold ARTNA as of Q3 2015.

  • Evercore Wealth Management reported no remaining Artesian Resources position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 455 Artesian Resources shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in Artesian Resources in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Artesian Resources position peaked at $10K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2015.

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