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Evercore Wealth Management’s ASE Group ASX Stock Holding History

Evercore Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,568
Closed -$12K – 851
2013
Q3 		$12K Buy
+2,568
New +$10.9K ﹤0.01% 736

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STC
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Evercore Wealth Management's ASX Position: Q4 2013 in Review

Evercore Wealth Management sold out of ASE Group (ASX) in Q4 2013, closing a stake of 2,568 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in ASX in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 108 funds tracked by Wall St. Rank hold ASX as of Q4 2013.

  • Evercore Wealth Management reported no remaining ASE Group position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 2,568 ASE Group shares in Q4 2013, an estimated $12K.
  • Evercore Wealth Management first reported a position in ASE Group in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's ASE Group position peaked at $12K in Q3 2013.
  • 108 funds tracked by Wall St. Rank held ASE Group as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.