EWM
DOM

Evercore Wealth Management’s DOMINION RES BLACK WARRIOR TR DOM Stock Holding History

Evercore Wealth Management’s Portfolio DOM Stock Details DOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-750
Closed -$4K – 1069
2014
Q4 		$4K Buy
+750
New +$5.11K ﹤0.01% 816

Other funds holding DOM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GIM
Greylin Investment Management Orange, Virginia $598M AUM 18.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Evercore Wealth Management's DOM Position: Q1 2015 in Review

Evercore Wealth Management sold out of DOMINION RES BLACK WARRIOR TR (DOM) in Q1 2015, closing a stake of 750 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in DOM in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 24 funds tracked by Wall St. Rank hold DOM as of Q1 2015.

  • Evercore Wealth Management reported no remaining DOMINION RES BLACK WARRIOR TR position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 750 DOMINION RES BLACK WARRIOR TR shares in Q1 2015, an estimated $4K.
  • Evercore Wealth Management first reported a position in DOMINION RES BLACK WARRIOR TR in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's DOMINION RES BLACK WARRIOR TR position peaked at $4K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held DOMINION RES BLACK WARRIOR TR as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.