EWM
EBF icon

Evercore Wealth Management’s Ennis EBF Stock Holding History

Evercore Wealth Management’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-162
Closed -$2K – 877
2013
Q3 		$2K Buy
+162
New +$2.95K ﹤0.01% 949

Other funds holding EBF

KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Evercore Wealth Management sold out of Ennis (EBF) in Q4 2013, closing a stake of 162 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in EBF in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 129 funds tracked by Wall St. Rank hold EBF as of Q4 2013.

  • Evercore Wealth Management reported no remaining Ennis position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 162 Ennis shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in Ennis in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Ennis position peaked at $2K in Q3 2013.
  • 129 funds tracked by Wall St. Rank held Ennis as of Q4 2013.

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