EWM
CEO

Evercore Wealth Management’s CNOOC Limited CEO Stock Holding History

Evercore Wealth Management’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-172
Closed -$18K – 1117
2015
Q3 		$18K Buy
+172
New +$20.6K ﹤0.01% 763
2014
Q3 		– Sell
-9
Closed -$2K – 1038
2014
Q2 		$2K Hold
9
– – ﹤0.01% 987
2014
Q1 		$2K Hold
9
– – ﹤0.01% 894
2013
Q4 		$2K Sell
9
-31
-78% -$6.17K ﹤0.01% 830
2013
Q3 		$8K Buy
40
+31
+344% +$5.9K ﹤0.01% 795
2013
Q2 		$2K Buy
+9
New +$1.61K ﹤0.01% 784

Other funds holding CEO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evercore Wealth Management sold out of CNOOC Limited (CEO) in Q4 2015, closing a stake of 172 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in CEO in Q2 2013 and held it in 6 quarters. The position peaked at $18K in Q3 2015. 167 funds tracked by Wall St. Rank hold CEO as of Q4 2015.

  • Evercore Wealth Management reported no remaining CNOOC Limited position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 172 CNOOC Limited shares in Q4 2015, an estimated $18K.
  • Evercore Wealth Management first reported a position in CNOOC Limited in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's CNOOC Limited position peaked at $18K in Q3 2015.
  • 167 funds tracked by Wall St. Rank held CNOOC Limited as of Q4 2015.

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