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Evercore Wealth Management’s Canterbury Park Holding Corp CPHC Stock Holding History

Evercore Wealth Management’s Portfolio CPHC Stock Details CPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$2K – 1001
2014
Q4 		$2K Hold
200
– – ﹤0.01% 840
2014
Q3 		$2K Hold
200
– – ﹤0.01% 911
2014
Q2 		$2K Hold
200
– – ﹤0.01% 972
2014
Q1 		$2K Buy
+200
New +$2.13K ﹤0.01% 886

Other funds holding CPHC

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
BTNA
Bremer Trust National Association St. Cloud, Minnesota $458M AUM 5.5% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Evercore Wealth Management sold out of Canterbury Park Holding Corp (CPHC) in Q1 2015, closing a stake of 200 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in CPHC in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q4 2014. 18 funds tracked by Wall St. Rank hold CPHC as of Q1 2015.

  • Evercore Wealth Management reported no remaining Canterbury Park Holding Corp position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 200 Canterbury Park Holding Corp shares in Q1 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in Canterbury Park Holding Corp in Q1 2014 and held it in 4 quarters.
  • Evercore Wealth Management's Canterbury Park Holding Corp position peaked at $2K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held Canterbury Park Holding Corp as of Q1 2015.

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