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Evercore Wealth Management’s Chunghwa Telecom CHT Stock Holding History

Evercore Wealth Management’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-245
Closed -$8K – 863
2013
Q3 		$8K Buy
+245
New +$7.82K ﹤0.01% 778

Other funds holding CHT

MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Evercore Wealth Management's CHT Position: Q4 2013 in Review

Evercore Wealth Management sold out of Chunghwa Telecom (CHT) in Q4 2013, closing a stake of 245 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in CHT in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 103 funds tracked by Wall St. Rank hold CHT as of Q4 2013.

  • Evercore Wealth Management reported no remaining Chunghwa Telecom position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 245 Chunghwa Telecom shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in Chunghwa Telecom in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Chunghwa Telecom position peaked at $8K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.