EWM
CMCSK

Evercore Wealth Management’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Evercore Wealth Management’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-20,477
Closed -$1.17M – 1115
2015
Q3 		$1.17M Hold
20,477
– – 0.06% 174
2015
Q2 		$1.23M Buy
20,477
+202
+1% +$12.1K 0.06% 180
2015
Q1 		$1.14M Buy
20,275
+875
+5% +$49.1K 0.05% 179
2014
Q4 		$1.12M Hold
19,400
– – 0.06% 161
2014
Q3 		$1.04M Hold
19,400
– – 0.05% 181
2014
Q2 		$1.03M Sell
19,400
-1,400
-7% -$74.7K 0.05% 184
2014
Q1 		$1.01M Buy
20,800
+2,100
+11% +$102K 0.06% 184
2013
Q4 		$932K Sell
18,700
-2
-0% -$100 0.05% 199
2013
Q3 		$811K Hold
18,702
– – 0.05% 229
2013
Q2 		$743K Buy
+18,702
New +$743K 0.04% 236

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Evercore Wealth Management sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 20,477 shares — an estimated $1.17M sold.

Evercore Wealth Management first reported a position in CMCSK in Q2 2013 and held it in 10 quarters. The position peaked at $1.23M in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Evercore Wealth Management reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 20,477 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $1.17M.
  • Evercore Wealth Management first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's COMCAST CORP SPL A (NEW) position peaked at $1.23M in Q2 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

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