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Evercore Wealth Management’s CNX Resources CNX Stock Holding History

Evercore Wealth Management’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,400
Closed -$68K – 998
2014
Q4 		$68K Hold
2,400
– – ﹤0.01% 520
2014
Q3 		$76K Sell
2,400
-840
-26% -$28.1K ﹤0.01% 550
2014
Q2 		$124K Sell
3,240
-282
-8% -$10.3K 0.01% 474
2014
Q1 		$117K Buy
3,522
+3,240
+1,149% +$104K 0.01% 461
2013
Q4 		$9K Sell
282
-1,072
-79% -$32.8K ﹤0.01% 762
2013
Q3 		$38K Hold
1,354
– – ﹤0.01% 597
2013
Q2 		$30K Buy
+1,354
New +$37.3K ﹤0.01% 622

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Evercore Wealth Management's CNX Position: Q1 2015 in Review

Evercore Wealth Management sold out of CNX Resources (CNX) in Q1 2015, closing a stake of 2,400 shares — an estimated $68K sold.

Evercore Wealth Management first reported a position in CNX in Q2 2013 and held it in 7 quarters. The position peaked at $124K in Q2 2014. 293 funds tracked by Wall St. Rank hold CNX as of Q1 2015.

  • Evercore Wealth Management reported no remaining CNX Resources position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 2,400 CNX Resources shares in Q1 2015, an estimated $68K.
  • Evercore Wealth Management first reported a position in CNX Resources in Q2 2013 and held it in 7 quarters.
  • Evercore Wealth Management's CNX Resources position peaked at $124K in Q2 2014.
  • 293 funds tracked by Wall St. Rank held CNX Resources as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.