EWM
BLUE

Evercore Wealth Management’s bluebird bio BLUE Stock Holding History

Evercore Wealth Management’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-69
Closed -$77K – 1009
2015
Q3 		$77K Hold
69
– – ﹤0.01% 523
2015
Q2 		$152K Buy
+69
New +$141K 0.01% 465

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's BLUE Position: Q4 2015 in Review

Evercore Wealth Management sold out of bluebird bio (BLUE) in Q4 2015, closing a stake of 69 shares — an estimated $77K sold.

Evercore Wealth Management first reported a position in BLUE in Q2 2015 and held it in 2 quarters. The position peaked at $152K in Q2 2015. 193 funds tracked by Wall St. Rank hold BLUE as of Q4 2015.

  • Evercore Wealth Management reported no remaining bluebird bio position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 69 bluebird bio shares in Q4 2015, an estimated $77K.
  • Evercore Wealth Management first reported a position in bluebird bio in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's bluebird bio position peaked at $152K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held bluebird bio as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.