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Evercore Wealth Management’s Equinor EQNR Stock Holding History

Evercore Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,547
Closed -$63K – 975
2015
Q2 		$63K Buy
3,547
+2,262
+176% +$43.7K ﹤0.01% 594
2015
Q1 		$23K Buy
1,285
+747
+139% +$13.3K ﹤0.01% 763
2014
Q4 		$10K Hold
538
– – ﹤0.01% 740
2014
Q3 		$14K Buy
538
+153
+40% +$4.42K ﹤0.01% 783
2014
Q2 		$12K Buy
+385
New +$11.6K ﹤0.01% 811
2013
Q4 		– Sell
-389
Closed -$9K – 879
2013
Q3 		$9K Buy
+389
New +$8.52K ﹤0.01% 762

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's EQNR Position: Q3 2015 in Review

Evercore Wealth Management sold out of Equinor (EQNR) in Q3 2015, closing a stake of 3,547 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in EQNR in Q3 2013 and held it in 6 quarters. The position peaked at $63K in Q2 2015. 188 funds tracked by Wall St. Rank hold EQNR as of Q3 2015.

  • Evercore Wealth Management reported no remaining Equinor position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 3,547 Equinor shares in Q3 2015, an estimated $63K.
  • Evercore Wealth Management first reported a position in Equinor in Q3 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Equinor position peaked at $63K in Q2 2015.
  • 188 funds tracked by Wall St. Rank held Equinor as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.