EWM
BEAM

Evercore Wealth Management’s BEAM INC COM STK (DE) BEAM Stock Holding History

Evercore Wealth Management’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-22,845
Closed -$1.9M – 1071
2014
Q1 		$1.9M Sell
22,845
-308,755
-93% -$25.1M 0.11% 133
2013
Q4 		$22.6M Buy
331,600
+33,210
+11% +$2.24M 1.24% 19
2013
Q3 		$19.3M Sell
298,390
-885
-0.3% -$56.8K 1.11% 22
2013
Q2 		$18.9M Buy
+299,275
New +$19.4M 1.07% 21

Evercore Wealth Management's BEAM Position: Q2 2014 in Review

Evercore Wealth Management sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 22,845 shares — an estimated $1.9M sold.

Evercore Wealth Management first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $22.6M in Q4 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Evercore Wealth Management reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 22,845 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $1.9M.
  • Evercore Wealth Management first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Evercore Wealth Management's BEAM INC COM STK (DE) position peaked at $22.6M in Q4 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.