EWM
ETRM

Evercore Wealth Management’s EnteroMedics Inc. ETRM Stock Holding History

Evercore Wealth Management’s Portfolio ETRM Stock Details ETRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1
Closed – – 1085
2017
Q1 		$0 Buy
+1
New +$7 ﹤0.01% 1086
2015
Q4 		– Hold
0
– – – 1124
2015
Q3 		– Hold
0
– – – 1123
2015
Q2 		– Hold
0
– – – 1134
2015
Q1 		– Hold
0
– – – 1087
2014
Q4 		– Hold
0
– – – 1053
2014
Q3 		– Hold
0
– – – 1045
2014
Q2 		– Hold
0
– – – 1079
2014
Q1 		– Hold
0
– – – 954
2013
Q4 		– Hold
0
– – – 1067
2013
Q3 		– Hold
0
– – – 1038
2013
Q2 		– Hold
0
– – – 805

Other funds holding ETRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Evercore Wealth Management's ETRM Position: Q2 2017 in Review

Evercore Wealth Management sold out of EnteroMedics Inc. (ETRM) in Q2 2017, closing a stake of 1 share.

Evercore Wealth Management first reported a position in ETRM in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 16 funds tracked by Wall St. Rank hold ETRM as of Q2 2017.

  • Evercore Wealth Management reported no remaining EnteroMedics Inc. position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1 EnteroMedics Inc. share in Q2 2017.
  • Evercore Wealth Management first reported a position in EnteroMedics Inc. in Q1 2017 and held it in 1 quarter.
  • Evercore Wealth Management's EnteroMedics Inc. position peaked at $0 in Q1 2017.
  • 16 funds tracked by Wall St. Rank held EnteroMedics Inc. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.