EWM
BRS

Evercore Wealth Management’s Bristow Group, Inc. BRS Stock Holding History

Evercore Wealth Management’s Portfolio BRS Stock Details BRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,100
Closed -$28K – 1038
2015
Q4 		$28K Buy
+1,100
New +$33.1K ﹤0.01% 707

Other funds holding BRS

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of Bristow Group, Inc. (BRS) in Q1 2016, closing a stake of 1,100 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in BRS in Q4 2015 and held it in 1 quarter. The position peaked at $28K in Q4 2015. 158 funds tracked by Wall St. Rank hold BRS as of Q1 2016.

  • Evercore Wealth Management reported no remaining Bristow Group, Inc. position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,100 Bristow Group, Inc. shares in Q1 2016, an estimated $28K.
  • Evercore Wealth Management first reported a position in Bristow Group, Inc. in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Bristow Group, Inc. position peaked at $28K in Q4 2015.
  • 158 funds tracked by Wall St. Rank held Bristow Group, Inc. as of Q1 2016.

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