EWM
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Evercore Wealth Management’s Fidelity National Financial FNF Stock Holding History

Evercore Wealth Management’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-19,258
Closed -$292K – 896
2013
Q3 		$292K Sell
19,258
-48,535
-72% -$684K 0.02% 355
2013
Q2 		$922K Buy
+67,793
New +$985K 0.05% 217

Other funds holding FNF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

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

Evercore Wealth Management sold out of Fidelity National Financial (FNF) in Q4 2013, closing a stake of 19,258 shares — an estimated $292K sold.

Evercore Wealth Management first reported a position in FNF in Q2 2013 and held it in 2 quarters. The position peaked at $922K in Q2 2013. 338 funds tracked by Wall St. Rank hold FNF as of Q4 2013.

  • Evercore Wealth Management reported no remaining Fidelity National Financial position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 19,258 Fidelity National Financial shares in Q4 2013, an estimated $292K.
  • Evercore Wealth Management first reported a position in Fidelity National Financial in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Fidelity National Financial position peaked at $922K in Q2 2013.
  • 338 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2013.

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