EWM
EDF

Evercore Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Evercore Wealth Management’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$6K – 906
2013
Q4 		$6K Buy
+300
New +$5.7K ﹤0.01% 788

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RCM
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GC
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U
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evercore Wealth Management's EDF Position: Q1 2014 in Review

Evercore Wealth Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2014, closing a stake of 300 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in EDF in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 22 funds tracked by Wall St. Rank hold EDF as of Q1 2014.

  • Evercore Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 300 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2014, an estimated $6K.
  • Evercore Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $6K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.