EWM
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Evercore Wealth Management’s Curtiss-Wright CW Stock Holding History

Evercore Wealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-76
Closed -$4K – 869
2013
Q3 		$4K Buy
+76
New +$3.24K ﹤0.01% 880

Other funds holding CW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evercore Wealth Management's CW Position: Q4 2013 in Review

Evercore Wealth Management sold out of Curtiss-Wright (CW) in Q4 2013, closing a stake of 76 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in CW in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 188 funds tracked by Wall St. Rank hold CW as of Q4 2013.

  • Evercore Wealth Management reported no remaining Curtiss-Wright position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 76 Curtiss-Wright shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in Curtiss-Wright in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Curtiss-Wright position peaked at $4K in Q3 2013.
  • 188 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.