EWM
DELL

Evercore Wealth Management’s DELL INC DELL Stock Holding History

Evercore Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-64
Closed -$1K – 1046
2013
Q3 		$1K Hold
64
– – ﹤0.01% 992
2013
Q2 		$1K Buy
+64
New +$867 ﹤0.01% 790

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

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

Evercore Wealth Management sold out of DELL INC (DELL) in Q4 2013, closing a stake of 64 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Evercore Wealth Management reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 64 DELL INC shares in Q4 2013, an estimated $1K.
  • Evercore Wealth Management first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's DELL INC position peaked at $1K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

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