EWM
BRAZ

Evercore Wealth Management’s Global X Brazil Mid Cap ETF BRAZ Stock Holding History

Evercore Wealth Management’s Portfolio BRAZ Stock Details BRAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,436
Closed -$34K – 1066
2013
Q3 		$34K Sell
2,436
-1,086
-31% -$14.2K ﹤0.01% 615
2013
Q2 		$46K Buy
+3,522
New +$52.8K ﹤0.01% 578

Other funds holding BRAZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Evercore Wealth Management's BRAZ Position: Q4 2013 in Review

Evercore Wealth Management sold out of Global X Brazil Mid Cap ETF (BRAZ) in Q4 2013, closing a stake of 2,436 shares — an estimated $34K sold.

Evercore Wealth Management first reported a position in BRAZ in Q2 2013 and held it in 2 quarters. The position peaked at $46K in Q2 2013. 10 funds tracked by Wall St. Rank hold BRAZ as of Q4 2013.

  • Evercore Wealth Management reported no remaining Global X Brazil Mid Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 2,436 Global X Brazil Mid Cap ETF shares in Q4 2013, an estimated $34K.
  • Evercore Wealth Management first reported a position in Global X Brazil Mid Cap ETF in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Global X Brazil Mid Cap ETF position peaked at $46K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held Global X Brazil Mid Cap ETF as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.