EWM
DTLK

Evercore Wealth Management’s Datalink Corp DTLK Stock Holding History

Evercore Wealth Management’s Portfolio DTLK Stock Details DTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16,500
Closed -$176K – 1022
2013
Q2 		$176K Buy
+16,500
New +$181K 0.01% 415

Other funds holding DTLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 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 $481B AUM 30.42% 1-Year Est. Return
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
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Evercore Wealth Management's DTLK Position: Q3 2013 in Review

Evercore Wealth Management sold out of Datalink Corp (DTLK) in Q3 2013, closing a stake of 16,500 shares — an estimated $176K sold.

Evercore Wealth Management first reported a position in DTLK in Q2 2013 and held it in 1 quarter. The position peaked at $176K in Q2 2013. 88 funds tracked by Wall St. Rank hold DTLK as of Q3 2013.

  • Evercore Wealth Management reported no remaining Datalink Corp position as of Q3 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 16,500 Datalink Corp shares in Q3 2013, an estimated $176K.
  • Evercore Wealth Management first reported a position in Datalink Corp in Q2 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Datalink Corp position peaked at $176K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held Datalink Corp as of Q3 2013.

Based on Evercore Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.