Evercore Wealth Management
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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

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Teton Advisors
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Bremer Trust National Association
Bremer Trust National Association St. Cloud, Minnesota $458M AUM 5.5% 1-Year Est. Return
GAM Holding
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock Investment Management
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.