EWM
CERS icon

Evercore Wealth Management’s Cerus CERS Stock Holding History

Evercore Wealth Management’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-445
Closed -$3K – 1025
2016
Q2 		$3K Buy
+445
New +$2.65K ﹤0.01% 973

Other funds holding CERS

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Evercore Wealth Management's CERS Position: Q3 2016 in Review

Evercore Wealth Management sold out of Cerus (CERS) in Q3 2016, closing a stake of 445 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in CERS in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 134 funds tracked by Wall St. Rank hold CERS as of Q3 2016.

  • Evercore Wealth Management reported no remaining Cerus position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 445 Cerus shares in Q3 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Cerus in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Cerus position peaked at $3K in Q2 2016.
  • 134 funds tracked by Wall St. Rank held Cerus as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.