EWM
CPN

Evercore Wealth Management’s Calpine Corporation CPN Stock Holding History

Evercore Wealth Management’s Portfolio CPN Stock Details CPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,600
Closed -$96K – 1062
2014
Q1 		$96K Buy
+4,600
New +$90.2K 0.01% 492

Other funds holding CPN

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Vanguard Group
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LPPI
LS Power Partners II New York $37.8M AUM 18.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
LPP
LS Power Partners New York $315M AUM 12.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Evercore Wealth Management's CPN Position: Q2 2014 in Review

Evercore Wealth Management sold out of Calpine Corporation (CPN) in Q2 2014, closing a stake of 4,600 shares — an estimated $96K sold.

Evercore Wealth Management first reported a position in CPN in Q1 2014 and held it in 1 quarter. The position peaked at $96K in Q1 2014. 314 funds tracked by Wall St. Rank hold CPN as of Q2 2014.

  • Evercore Wealth Management reported no remaining Calpine Corporation position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 4,600 Calpine Corporation shares in Q2 2014, an estimated $96K.
  • Evercore Wealth Management first reported a position in Calpine Corporation in Q1 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Calpine Corporation position peaked at $96K in Q1 2014.
  • 314 funds tracked by Wall St. Rank held Calpine Corporation as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.