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Evercore Wealth Management’s AXIS Capital AXS Stock Holding History

Evercore Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-290
Closed -$14K – 903
2013
Q4 		$14K Hold
290
– – ﹤0.01% 729
2013
Q3 		$13K Hold
290
– – ﹤0.01% 730
2013
Q2 		$13K Buy
+290
New +$12.8K ﹤0.01% 699

Other funds holding AXS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's AXS Position: Q1 2014 in Review

Evercore Wealth Management sold out of AXIS Capital (AXS) in Q1 2014, closing a stake of 290 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in AXS in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q4 2013. 249 funds tracked by Wall St. Rank hold AXS as of Q1 2014.

  • Evercore Wealth Management reported no remaining AXIS Capital position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 290 AXIS Capital shares in Q1 2014, an estimated $14K.
  • Evercore Wealth Management first reported a position in AXIS Capital in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's AXIS Capital position peaked at $14K in Q4 2013.
  • 249 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.