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Evercore Wealth Management’s Astronics ATRO Stock Holding History

Evercore Wealth Management’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-168
Closed -$5K – 995
2014
Q4 		$5K Hold
168
– – ﹤0.01% 790
2014
Q3 		$4K Sell
168
-33
-16% -$904 ﹤0.01% 877
2014
Q2 		$5K Buy
+201
New +$5.22K ﹤0.01% 900

Other funds holding ATRO

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Evercore Wealth Management's ATRO Position: Q1 2015 in Review

Evercore Wealth Management sold out of Astronics (ATRO) in Q1 2015, closing a stake of 168 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in ATRO in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q4 2014. 151 funds tracked by Wall St. Rank hold ATRO as of Q1 2015.

  • Evercore Wealth Management reported no remaining Astronics position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 168 Astronics shares in Q1 2015, an estimated $5K.
  • Evercore Wealth Management first reported a position in Astronics in Q2 2014 and held it in 3 quarters.
  • Evercore Wealth Management's Astronics position peaked at $5K in Q4 2014.
  • 151 funds tracked by Wall St. Rank held Astronics as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.