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Evercore Wealth Management’s Energizer ENR Stock Holding History

Evercore Wealth Management’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$20K – 1038
2016
Q3 		$20K Hold
400
– – ﹤0.01% 766
2016
Q2 		$21K Buy
400
+300
+300% +$13.7K ﹤0.01% 743
2016
Q1 		$4K Sell
100
-27
-21% -$988 ﹤0.01% 871
2015
Q4 		$4K Buy
127
+27
+27% +$1.03K ﹤0.01% 932
2015
Q3 		$4K Buy
+100
New +$4K ﹤0.01% 896

Other funds holding ENR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Evercore Wealth Management's ENR Position: Q4 2016 in Review

Evercore Wealth Management sold out of Energizer (ENR) in Q4 2016, closing a stake of 400 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in ENR in Q3 2015 and held it in 5 quarters. The position peaked at $21K in Q2 2016. 290 funds tracked by Wall St. Rank hold ENR as of Q4 2016.

  • Evercore Wealth Management reported no remaining Energizer position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 400 Energizer shares in Q4 2016, an estimated $20K.
  • Evercore Wealth Management first reported a position in Energizer in Q3 2015 and held it in 5 quarters.
  • Evercore Wealth Management's Energizer position peaked at $21K in Q2 2016.
  • 290 funds tracked by Wall St. Rank held Energizer as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.