EWM
AXE

Evercore Wealth Management’s Anixter International Inc AXE Stock Holding History

Evercore Wealth Management’s Portfolio AXE Stock Details AXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-38
Closed -$3K – 1015
2013
Q2 		$3K Buy
+38
New +$2.77K ﹤0.01% 773

Other funds holding AXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's AXE Position: Q3 2013 in Review

Evercore Wealth Management sold out of Anixter International Inc (AXE) in Q3 2013, closing a stake of 38 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in AXE in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 187 funds tracked by Wall St. Rank hold AXE as of Q3 2013.

  • Evercore Wealth Management reported no remaining Anixter International Inc position as of Q3 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 38 Anixter International Inc shares in Q3 2013, an estimated $3K.
  • Evercore Wealth Management first reported a position in Anixter International Inc in Q2 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Anixter International Inc position peaked at $3K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held Anixter International Inc as of Q3 2013.

Based on Evercore Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.