EWM
BXE

Evercore Wealth Management’s Bellatrix Exploration Ltd. BXE Stock Holding History

Evercore Wealth Management’s Portfolio BXE Stock Details BXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-806
Closed -$4K – 1056
2016
Q1 		$4K Hold
806
– – ﹤0.01% 897
2015
Q4 		$5K Hold
806
– – ﹤0.01% 927
2015
Q3 		$6K Hold
806
– – ﹤0.01% 884
2015
Q2 		$9K Buy
+806
New +$11.5K ﹤0.01% 940

Other funds holding BXE

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
OC
Orange Capital Manhasset, New York $5.5M AUM 32.32% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
MC
Muhlenkamp & Co Wexford, Pennsylvania $380M AUM 43.74% 1-Year Est. Return

Evercore Wealth Management's BXE Position: Q2 2016 in Review

Evercore Wealth Management sold out of Bellatrix Exploration Ltd. (BXE) in Q2 2016, closing a stake of 806 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in BXE in Q2 2015 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 63 funds tracked by Wall St. Rank hold BXE as of Q2 2016.

  • Evercore Wealth Management reported no remaining Bellatrix Exploration Ltd. position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 806 Bellatrix Exploration Ltd. shares in Q2 2016, an estimated $4K.
  • Evercore Wealth Management first reported a position in Bellatrix Exploration Ltd. in Q2 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Bellatrix Exploration Ltd. position peaked at $9K in Q2 2015.
  • 63 funds tracked by Wall St. Rank held Bellatrix Exploration Ltd. as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.