EWM
EXAM

Evercore Wealth Management’s EXAMWORKS GROUP INC COM STK (DE) EXAM Stock Holding History

Evercore Wealth Management’s Portfolio EXAM Stock Details EXAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12
Closed – – 1089
2016
Q2 		$0 Sell
12
-12
-50% -$409 ﹤0.01% 1059
2016
Q1 		$1K Hold
24
– – ﹤0.01% 932
2015
Q4 		$1K Sell
24
-316,285
-100% -$8.52M ﹤0.01% 995
2015
Q3 		$9.25M Hold
316,309
– – 0.44% 65
2015
Q2 		$12.4M Hold
316,309
– – 0.56% 53
2015
Q1 		$13.2M Hold
316,309
– – 0.6% 51
2014
Q4 		$13.2M Sell
316,309
-26
-0% -$992 0.66% 50
2014
Q3 		$10.4M Buy
316,335
+316,285
+632,570% +$10.4M 0.52% 57
2014
Q2 		$2K Hold
50
– – ﹤0.01% 983
2014
Q1 		$2K Hold
50
– – ﹤0.01% 891
2013
Q4 		$1K Sell
50
-12,802
-100% -$355K ﹤0.01% 839
2013
Q3 		$334K Buy
+12,852
New +$301K 0.02% 333

Evercore Wealth Management's EXAM Position: Q3 2016 in Review

Evercore Wealth Management sold out of EXAMWORKS GROUP INC COM STK (DE) (EXAM) in Q3 2016, closing a stake of 12 shares.

Evercore Wealth Management first reported a position in EXAM in Q3 2013 and held it in 12 quarters. The position peaked at $13.2M in Q1 2015. 0 funds tracked by Wall St. Rank hold EXAM as of Q3 2016.

  • Evercore Wealth Management reported no remaining EXAMWORKS GROUP INC COM STK (DE) position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 12 EXAMWORKS GROUP INC COM STK (DE) shares in Q3 2016.
  • Evercore Wealth Management first reported a position in EXAMWORKS GROUP INC COM STK (DE) in Q3 2013 and held it in 12 quarters.
  • Evercore Wealth Management's EXAMWORKS GROUP INC COM STK (DE) position peaked at $13.2M in Q1 2015.
  • 0 funds tracked by Wall St. Rank held EXAMWORKS GROUP INC COM STK (DE) as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.