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Evercore Wealth Management’s Banco Bilbao Vizcaya Argentaria BBVA Stock Holding History

Evercore Wealth Management’s Portfolio BBVA Stock Details BBVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-594
Closed -$7K – 938
2014
Q2 		$7K Buy
+594
New +$7.13K ﹤0.01% 869
2013
Q4 		– Sell
-897
Closed -$9K – 853
2013
Q3 		$9K Buy
+897
New +$8.28K ﹤0.01% 760

Other funds holding BBVA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's BBVA Position: Q3 2014 in Review

Evercore Wealth Management sold out of Banco Bilbao Vizcaya Argentaria (BBVA) in Q3 2014, closing a stake of 594 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in BBVA in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 175 funds tracked by Wall St. Rank hold BBVA as of Q3 2014.

  • Evercore Wealth Management reported no remaining Banco Bilbao Vizcaya Argentaria position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 594 Banco Bilbao Vizcaya Argentaria shares in Q3 2014, an estimated $7K.
  • Evercore Wealth Management first reported a position in Banco Bilbao Vizcaya Argentaria in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Banco Bilbao Vizcaya Argentaria position peaked at $9K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held Banco Bilbao Vizcaya Argentaria as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.