EWM
EPIX

Evercore Wealth Management’s ESSA Pharma EPIX Stock Holding History

Evercore Wealth Management’s Portfolio EPIX Stock Details EPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-284
Closed – – 1040
2016
Q3 		$0 Hold
284
– – ﹤0.01% 1030
2016
Q2 		$0 Hold
284
– – ﹤0.01% 1021
2016
Q1 		$0 Buy
+284
New +$18.5K ﹤0.01% 958

Other funds holding EPIX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CV
Clarus Ventures Cambridge, Massachusetts $425M AUM 26.13% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $143M AUM 773.18% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of ESSA Pharma (EPIX) in Q4 2016, closing a stake of 284 shares.

Evercore Wealth Management first reported a position in EPIX in Q1 2016 and held it in 3 quarters. The position peaked at $0 in Q3 2016. 10 funds tracked by Wall St. Rank hold EPIX as of Q4 2016.

  • Evercore Wealth Management reported no remaining ESSA Pharma position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 284 ESSA Pharma shares in Q4 2016.
  • Evercore Wealth Management first reported a position in ESSA Pharma in Q1 2016 and held it in 3 quarters.
  • Evercore Wealth Management's ESSA Pharma position peaked at $0 in Q3 2016.
  • 10 funds tracked by Wall St. Rank held ESSA Pharma as of Q4 2016.

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