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Evercore Wealth Management’s First Trust Natural Gas ETF FCG Stock Holding History

Evercore Wealth Management’s Portfolio FCG Stock Details FCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-280
Closed -$7K – 1047
2016
Q3 		$7K Buy
+280
New +$7.05K ﹤0.01% 900
2014
Q2 		– Sell
-415
Closed -$43K – 1018
2014
Q1 		$43K Buy
+415
New +$40.8K ﹤0.01% 617

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Evercore Wealth Management's FCG Position: Q4 2016 in Review

Evercore Wealth Management sold out of First Trust Natural Gas ETF (FCG) in Q4 2016, closing a stake of 280 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in FCG in Q1 2014 and held it in 2 quarters. The position peaked at $43K in Q1 2014. 65 funds tracked by Wall St. Rank hold FCG as of Q4 2016.

  • Evercore Wealth Management reported no remaining First Trust Natural Gas ETF position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 280 First Trust Natural Gas ETF shares in Q4 2016, an estimated $7K.
  • Evercore Wealth Management first reported a position in First Trust Natural Gas ETF in Q1 2014 and held it in 2 quarters.
  • Evercore Wealth Management's First Trust Natural Gas ETF position peaked at $43K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2016.

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