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Evercore Wealth Management’s Buckle BKE Stock Holding History

Evercore Wealth Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-230
Closed -$7K – 944
2015
Q4 		$7K Buy
+230
New +$7.63K ﹤0.01% 883

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's BKE Position: Q1 2016 in Review

Evercore Wealth Management sold out of Buckle (BKE) in Q1 2016, closing a stake of 230 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in BKE in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 175 funds tracked by Wall St. Rank hold BKE as of Q1 2016.

  • Evercore Wealth Management reported no remaining Buckle position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 230 Buckle shares in Q1 2016, an estimated $7K.
  • Evercore Wealth Management first reported a position in Buckle in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Buckle position peaked at $7K in Q4 2015.
  • 175 funds tracked by Wall St. Rank held Buckle as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.