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Evercore Wealth Management’s Barclays BCS Stock Holding History

Evercore Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-478
Closed -$7K – 856
2013
Q3 		$7K Buy
+478
New +$7.48K ﹤0.01% 796

Other funds holding BCS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Seminole Management New York $375M AUM 23.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evercore Wealth Management sold out of Barclays (BCS) in Q4 2013, closing a stake of 478 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in BCS in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 201 funds tracked by Wall St. Rank hold BCS as of Q4 2013.

  • Evercore Wealth Management reported no remaining Barclays position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 478 Barclays shares in Q4 2013, an estimated $7K.
  • Evercore Wealth Management first reported a position in Barclays in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Barclays position peaked at $7K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held Barclays as of Q4 2013.

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