Evercore Wealth Management’s ENI E Stock Holding History

Evercore Wealth Management’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-321	Closed	-$10K	–	1023
2015 Q3	$10K	Sell	321 -56	-15%	-$1.87K	﹤0.01%	834
2015 Q2	$13K	Sell	377 -462	-55%	-$17K	﹤0.01%	854
2015 Q1	$29K	Buy	839 +291	+53%	+$10.1K	﹤0.01%	720
2014 Q4	$19K	Hold	548	–	–	﹤0.01%	674
2014 Q3	$26K	Buy	548 +147	+37%	+$7.43K	﹤0.01%	699
2014 Q2	$22K	Buy	401 +371	+1,237%	+$19.2K	﹤0.01%	720
2014 Q1	$2K	Hold	30	–	–	﹤0.01%	887
2013 Q4	$1K	Sell	30 -206	-87%	-$9.85K	﹤0.01%	832
2013 Q3	$10K	Buy	236 +206	+687%	+$9.26K	﹤0.01%	752
2013 Q2	$1K	Buy	+30	New	+$1.38K	﹤0.01%	785

Other funds holding E

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's E Position: Q4 2015 in Review

Evercore Wealth Management sold out of ENI (E) in Q4 2015, closing a stake of 321 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in E in Q2 2013 and held it in 10 quarters. The position peaked at $29K in Q1 2015. 132 funds tracked by Wall St. Rank hold E as of Q4 2015.

Evercore Wealth Management reported no remaining ENI position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 321 ENI shares in Q4 2015, an estimated $10K.
Evercore Wealth Management first reported a position in ENI in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's ENI position peaked at $29K in Q1 2015.
132 funds tracked by Wall St. Rank held ENI as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.