EWM
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Evercore Wealth Management’s Bunge Global BG Stock Holding History

Evercore Wealth Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$22K – 988
2016
Q4 		$22K Hold
300
– – ﹤0.01% 739
2016
Q3 		$18K Sell
300
-45
-13% -$2.8K ﹤0.01% 784
2016
Q2 		$20K Buy
345
+45
+15% +$2.75K ﹤0.01% 753
2016
Q1 		$17K Hold
300
– – ﹤0.01% 743
2015
Q4 		$20K Hold
300
– – ﹤0.01% 766
2015
Q3 		$22K Hold
300
– – ﹤0.01% 722
2015
Q2 		$26K Hold
300
– – ﹤0.01% 742
2015
Q1 		$25K Sell
300
-210
-41% -$17.9K ﹤0.01% 745
2014
Q4 		$46K Hold
510
– – ﹤0.01% 559
2014
Q3 		$43K Sell
510
-94
-16% -$7.58K ﹤0.01% 632
2014
Q2 		$46K Buy
604
+94
+18% +$7.27K ﹤0.01% 622
2014
Q1 		$41K Buy
510
+210
+70% +$16.5K ﹤0.01% 622
2013
Q4 		$25K Sell
300
-18
-6% -$1.45K ﹤0.01% 653
2013
Q3 		$24K Buy
318
+18
+6% +$1.36K ﹤0.01% 654
2013
Q2 		$21K Buy
+300
New +$21.1K ﹤0.01% 653

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Evercore Wealth Management's BG Position: Q1 2017 in Review

Evercore Wealth Management sold out of Bunge Global (BG) in Q1 2017, closing a stake of 300 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in BG in Q2 2013 and held it in 15 quarters. The position peaked at $46K in Q4 2014. 428 funds tracked by Wall St. Rank hold BG as of Q1 2017.

  • Evercore Wealth Management reported no remaining Bunge Global position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 300 Bunge Global shares in Q1 2017, an estimated $22K.
  • Evercore Wealth Management first reported a position in Bunge Global in Q2 2013 and held it in 15 quarters.
  • Evercore Wealth Management's Bunge Global position peaked at $46K in Q4 2014.
  • 428 funds tracked by Wall St. Rank held Bunge Global as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.