EWM
CBA

Evercore Wealth Management’s ClearBridge American Energy MLP CBA Stock Holding History

Evercore Wealth Management’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,250
Closed -$47K – 1148
2016
Q3 		$47K Buy
+5,250
New +$45.8K ﹤0.01% 614

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 CBA Position: Q4 2016 in Review

Evercore Wealth Management sold out of ClearBridge American Energy MLP (CBA) in Q4 2016, closing a stake of 5,250 shares — an estimated $47K sold.

Evercore Wealth Management first reported a position in CBA in Q3 2016 and held it in 1 quarter. The position peaked at $47K in Q3 2016. 55 funds tracked by Wall St. Rank hold CBA as of Q4 2016.

  • Evercore Wealth Management reported no remaining ClearBridge American Energy MLP position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 5,250 ClearBridge American Energy MLP shares in Q4 2016, an estimated $47K.
  • Evercore Wealth Management first reported a position in ClearBridge American Energy MLP in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's ClearBridge American Energy MLP position peaked at $47K in Q3 2016.
  • 55 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.