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Evercore Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

Evercore Wealth Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-25,425
Closed -$465K – 1014
2015
Q3 		$465K Buy
25,425
+10,100
+66% +$184K 0.02% 263
2015
Q2 		$273K Buy
15,325
+3,100
+25% +$57.7K 0.01% 373
2015
Q1 		$235K Buy
12,225
+3,125
+34% +$60.8K 0.01% 387
2014
Q4 		$191K Hold
9,100
– – 0.01% 368
2014
Q3 		$173K Buy
9,100
+3,100
+52% +$56.5K 0.01% 422
2014
Q2 		$102K Buy
+6,000
New +$106K 0.01% 505

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evercore Wealth Management sold out of Bankwell Financial Group (BWFG) in Q4 2015, closing a stake of 25,425 shares — an estimated $465K sold.

Evercore Wealth Management first reported a position in BWFG in Q2 2014 and held it in 6 quarters. The position peaked at $465K in Q3 2015. 26 funds tracked by Wall St. Rank hold BWFG as of Q4 2015.

  • Evercore Wealth Management reported no remaining Bankwell Financial Group position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 25,425 Bankwell Financial Group shares in Q4 2015, an estimated $465K.
  • Evercore Wealth Management first reported a position in Bankwell Financial Group in Q2 2014 and held it in 6 quarters.
  • Evercore Wealth Management's Bankwell Financial Group position peaked at $465K in Q3 2015.
  • 26 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2015.

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