EWM
CVA

Evercore Wealth Management’s Covanta Holding Corporation CVA Stock Holding History

Evercore Wealth Management’s Portfolio CVA Stock Details CVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-299
Closed -$4K – 964
2017
Q2 		$4K Buy
+299
New +$4.34K ﹤0.01% 917

Other funds holding CVA

CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evercore Wealth Management's CVA Position: Q3 2017 in Review

Evercore Wealth Management sold out of Covanta Holding Corporation (CVA) in Q3 2017, closing a stake of 299 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in CVA in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 219 funds tracked by Wall St. Rank hold CVA as of Q3 2017.

  • Evercore Wealth Management reported no remaining Covanta Holding Corporation position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 299 Covanta Holding Corporation shares in Q3 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in Covanta Holding Corporation in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Covanta Holding Corporation position peaked at $4K in Q2 2017.
  • 219 funds tracked by Wall St. Rank held Covanta Holding Corporation as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.