Evercore Wealth Management’s Empire Resources, Inc. ERS Stock Holding History

Evercore Wealth Management’s Portfolio ERS Stock Details ERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-21,000	Closed	-$69K	–	1057
2016 Q1	$69K	Sell	21,000 -1,000	-5%	-$3.41K	﹤0.01%	514
2015 Q4	$77K	Hold	22,000	–	–	﹤0.01%	521
2015 Q3	$82K	Hold	22,000	–	–	﹤0.01%	511
2015 Q2	$89K	Hold	22,000	–	–	﹤0.01%	544
2015 Q1	$93K	Hold	22,000	–	–	﹤0.01%	540
2014 Q4	$103K	Hold	22,000	–	–	0.01%	462
2014 Q3	$117K	Hold	22,000	–	–	0.01%	488
2014 Q2	$91K	Hold	22,000	–	–	﹤0.01%	526
2014 Q1	$90K	Hold	22,000	–	–	0.01%	503
2013 Q4	$79K	Hold	22,000	–	–	﹤0.01%	496
2013 Q3	$84K	Hold	22,000	–	–	﹤0.01%	510
2013 Q2	$112K	Buy	+22,000	New	+$109K	0.01%	478

Other funds holding ERS

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IIC

Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MCM

Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Evercore Wealth Management's ERS Position: Q2 2016 in Review

Evercore Wealth Management sold out of Empire Resources, Inc. (ERS) in Q2 2016, closing a stake of 21,000 shares — an estimated $69K sold.

Evercore Wealth Management first reported a position in ERS in Q2 2013 and held it in 12 quarters. The position peaked at $117K in Q3 2014. 15 funds tracked by Wall St. Rank hold ERS as of Q2 2016.

Evercore Wealth Management reported no remaining Empire Resources, Inc. position as of Q2 2016 after selling out during the quarter.
Evercore Wealth Management sold 21,000 Empire Resources, Inc. shares in Q2 2016, an estimated $69K.
Evercore Wealth Management first reported a position in Empire Resources, Inc. in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's Empire Resources, Inc. position peaked at $117K in Q3 2014.
15 funds tracked by Wall St. Rank held Empire Resources, Inc. as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.