EWM
CSBK

Evercore Wealth Management’s Clifton Bancorp Inc. CSBK Stock Holding History

Evercore Wealth Management’s Portfolio CSBK Stock Details CSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-751
Closed -$11K – 1116
2015
Q2 		$11K Buy
+751
New +$10.5K ﹤0.01% 893

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DVM
Dreman Value Management West Palm Beach, Florida $221M AUM 11.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's CSBK Position: Q3 2015 in Review

Evercore Wealth Management sold out of Clifton Bancorp Inc. (CSBK) in Q3 2015, closing a stake of 751 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in CSBK in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 93 funds tracked by Wall St. Rank hold CSBK as of Q3 2015.

  • Evercore Wealth Management reported no remaining Clifton Bancorp Inc. position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 751 Clifton Bancorp Inc. shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in Clifton Bancorp Inc. in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Clifton Bancorp Inc. position peaked at $11K in Q2 2015.
  • 93 funds tracked by Wall St. Rank held Clifton Bancorp Inc. as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.