EWM
DCM

Evercore Wealth Management’s NTT DOCOMO, Inc. DCM Stock Holding History

Evercore Wealth Management’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-300
Closed -$5K – 1057
2013
Q3 		$5K Buy
+300
New +$4.77K ﹤0.01% 870

Other funds holding DCM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Evercore Wealth Management sold out of NTT DOCOMO, Inc. (DCM) in Q4 2013, closing a stake of 300 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in DCM in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 107 funds tracked by Wall St. Rank hold DCM as of Q4 2013.

  • Evercore Wealth Management reported no remaining NTT DOCOMO, Inc. position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 300 NTT DOCOMO, Inc. shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in NTT DOCOMO, Inc. in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's NTT DOCOMO, Inc. position peaked at $5K in Q3 2013.
  • 107 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q4 2013.

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