EWM
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Evercore Wealth Management’s Commercial Vehicle Group CVGI Stock Holding History

Evercore Wealth Management’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,650
Closed -$13K – 951
2015
Q4 		$13K Buy
+4,650
New +$16.7K ﹤0.01% 822

Other funds holding CVGI

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's CVGI Position: Q1 2016 in Review

Evercore Wealth Management sold out of Commercial Vehicle Group (CVGI) in Q1 2016, closing a stake of 4,650 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in CVGI in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 82 funds tracked by Wall St. Rank hold CVGI as of Q1 2016.

  • Evercore Wealth Management reported no remaining Commercial Vehicle Group position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 4,650 Commercial Vehicle Group shares in Q1 2016, an estimated $13K.
  • Evercore Wealth Management first reported a position in Commercial Vehicle Group in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Commercial Vehicle Group position peaked at $13K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.