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Evercore Wealth Management’s Banco de Chile BCH Stock Holding History

Evercore Wealth Management’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-303
Closed -$8K – 854
2013
Q3 		$8K Buy
+303
New +$7.85K ﹤0.01% 777

Other funds holding BCH

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Evercore Wealth Management sold out of Banco de Chile (BCH) in Q4 2013, closing a stake of 303 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in BCH in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 67 funds tracked by Wall St. Rank hold BCH as of Q4 2013.

  • Evercore Wealth Management reported no remaining Banco de Chile position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 303 Banco de Chile shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in Banco de Chile in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Banco de Chile position peaked at $8K in Q3 2013.
  • 67 funds tracked by Wall St. Rank held Banco de Chile as of Q4 2013.

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