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Evercore Wealth Management’s Diamondback Energy FANG Stock Holding History

Evercore Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-81
Closed -$8K – 1044
2016
Q3 		$8K Hold
81
– – ﹤0.01% 887
2016
Q2 		$7K Hold
81
– – ﹤0.01% 880
2016
Q1 		$6K Hold
81
– – ﹤0.01% 841
2015
Q4 		$5K Buy
+81
New +$6.03K ﹤0.01% 913

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
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Evercore Wealth Management's FANG Position: Q4 2016 in Review

Evercore Wealth Management sold out of Diamondback Energy (FANG) in Q4 2016, closing a stake of 81 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in FANG in Q4 2015 and held it in 4 quarters. The position peaked at $8K in Q3 2016. 386 funds tracked by Wall St. Rank hold FANG as of Q4 2016.

  • Evercore Wealth Management reported no remaining Diamondback Energy position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 81 Diamondback Energy shares in Q4 2016, an estimated $8K.
  • Evercore Wealth Management first reported a position in Diamondback Energy in Q4 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Diamondback Energy position peaked at $8K in Q3 2016.
  • 386 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2016.

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