Evercore Wealth Management’s COLUMBIA PIPELINE GROUP IN COM STK (DE) CPGX Stock Holding History

Evercore Wealth Management’s Portfolio CPGX Stock Details CPGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-424	Closed	-$11K	–	1091
2016 Q2	$11K	Buy	+424	New	+$10.8K	﹤0.01%	847
2015 Q4	–	Sell	-9,865	Closed	-$180K	–	1103
2015 Q3	$180K	Buy	+9,865	New	+$257K	0.01%	401

Other funds holding CPGX

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

Evercore Wealth Management sold out of COLUMBIA PIPELINE GROUP IN COM STK (DE) (CPGX) in Q3 2016, closing a stake of 424 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in CPGX in Q3 2015 and held it in 2 quarters. The position peaked at $180K in Q3 2015. 3 funds tracked by Wall St. Rank hold CPGX as of Q3 2016.

Evercore Wealth Management reported no remaining COLUMBIA PIPELINE GROUP IN COM STK (DE) position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 424 COLUMBIA PIPELINE GROUP IN COM STK (DE) shares in Q3 2016, an estimated $11K.
Evercore Wealth Management first reported a position in COLUMBIA PIPELINE GROUP IN COM STK (DE) in Q3 2015 and held it in 2 quarters.
Evercore Wealth Management's COLUMBIA PIPELINE GROUP IN COM STK (DE) position peaked at $180K in Q3 2015.
3 funds tracked by Wall St. Rank held COLUMBIA PIPELINE GROUP IN COM STK (DE) as of Q3 2016.

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