EWM
EC icon

Evercore Wealth Management’s Ecopetrol EC Stock Holding History

Evercore Wealth Management’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-211
Closed -$10K – 878
2013
Q3 		$10K Buy
+211
New +$9.56K ﹤0.01% 753

Other funds holding EC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Evercore Wealth Management sold out of Ecopetrol (EC) in Q4 2013, closing a stake of 211 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in EC in Q3 2013 and held it in 1 quarter. The position peaked at $10K in Q3 2013. 145 funds tracked by Wall St. Rank hold EC as of Q4 2013.

  • Evercore Wealth Management reported no remaining Ecopetrol position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 211 Ecopetrol shares in Q4 2013, an estimated $10K.
  • Evercore Wealth Management first reported a position in Ecopetrol in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Ecopetrol position peaked at $10K in Q3 2013.
  • 145 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2013.

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