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Evercore Wealth Management’s Franklin Covey FC Stock Holding History

Evercore Wealth Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$20K – 1016
2014
Q1 		$20K Sell
1,000
-2,000
-67% -$40.5K ﹤0.01% 740
2013
Q4 		$60K Hold
3,000
– – ﹤0.01% 534
2013
Q3 		$54K Sell
3,000
-1,000
-25% -$16K ﹤0.01% 563
2013
Q2 		$54K Buy
+4,000
New +$55.5K ﹤0.01% 556

Other funds holding FC

Dimensional Fund Advisors
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Evercore Wealth Management's FC Position: Q2 2014 in Review

Evercore Wealth Management sold out of Franklin Covey (FC) in Q2 2014, closing a stake of 1,000 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in FC in Q2 2013 and held it in 4 quarters. The position peaked at $60K in Q4 2013. 70 funds tracked by Wall St. Rank hold FC as of Q2 2014.

  • Evercore Wealth Management reported no remaining Franklin Covey position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Franklin Covey shares in Q2 2014, an estimated $20K.
  • Evercore Wealth Management first reported a position in Franklin Covey in Q2 2013 and held it in 4 quarters.
  • Evercore Wealth Management's Franklin Covey position peaked at $60K in Q4 2013.
  • 70 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.