EWM
FNFG

Evercore Wealth Management’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Evercore Wealth Management’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-267
Closed -$2K – 1029
2013
Q3 		$2K Buy
+267
New +$2.77K ﹤0.01% 974

Other funds holding FNFG

Barrow, Hanley, Mewhinney & Strauss
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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evercore Wealth Management sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q4 2013, closing a stake of 267 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in FNFG in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 311 funds tracked by Wall St. Rank hold FNFG as of Q4 2013.

  • Evercore Wealth Management reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 267 FIRST NIAGARA FINANCIAL GROUP INC shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's FIRST NIAGARA FINANCIAL GROUP INC position peaked at $2K in Q3 2013.
  • 311 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q4 2013.

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