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Evercore Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Evercore Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,625
Closed -$63K – 871
2014
Q3 		$63K Hold
5,625
– – ﹤0.01% 576
2014
Q2 		$70K Hold
5,625
– – ﹤0.01% 562
2014
Q1 		$65K Buy
+5,625
New +$63.9K ﹤0.01% 553

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Evercore Wealth Management's BCX Position: Q4 2014 in Review

Evercore Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2014, closing a stake of 5,625 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in BCX in Q1 2014 and held it in 3 quarters. The position peaked at $70K in Q2 2014. 80 funds tracked by Wall St. Rank hold BCX as of Q4 2014.

  • Evercore Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 5,625 BlackRock Resources & Commodities Strategy Trust shares in Q4 2014, an estimated $63K.
  • Evercore Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2014 and held it in 3 quarters.
  • Evercore Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $70K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.