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Evercore Wealth Management’s Fair Isaac FICO Stock Holding History

Evercore Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-56
Closed -$4K – 891
2013
Q3 		$4K Buy
+56
New +$2.87K ﹤0.01% 884

Other funds holding FICO

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's FICO Position: Q4 2013 in Review

Evercore Wealth Management sold out of Fair Isaac (FICO) in Q4 2013, closing a stake of 56 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in FICO in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 173 funds tracked by Wall St. Rank hold FICO as of Q4 2013.

  • Evercore Wealth Management reported no remaining Fair Isaac position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 56 Fair Isaac shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in Fair Isaac in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Fair Isaac position peaked at $4K in Q3 2013.
  • 173 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.