EWM
CIFC

Evercore Wealth Management’s CIFC LLC Common Shares CIFC Stock Holding History

Evercore Wealth Management’s Portfolio CIFC Stock Details CIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,670
Closed -$13K – 951
2013
Q4 		$13K Hold
1,670
– – ﹤0.01% 742
2013
Q3 		$13K Hold
1,670
– – ﹤0.01% 735
2013
Q2 		$13K Buy
+1,670
New +$13K ﹤0.01% 707

Other funds holding CIFC

HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Evercore Wealth Management's CIFC Position: Q1 2014 in Review

Evercore Wealth Management sold out of CIFC LLC Common Shares (CIFC) in Q1 2014, closing a stake of 1,670 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in CIFC in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 34 funds tracked by Wall St. Rank hold CIFC as of Q1 2014.

  • Evercore Wealth Management reported no remaining CIFC LLC Common Shares position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,670 CIFC LLC Common Shares shares in Q1 2014, an estimated $13K.
  • Evercore Wealth Management first reported a position in CIFC LLC Common Shares in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's CIFC LLC Common Shares position peaked at $13K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held CIFC LLC Common Shares as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.