Evercore Wealth Management’s Genpact G Stock Holding History

Evercore Wealth Management’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-736	Closed	-$17K	–	1074
2015 Q1	$17K	Buy	736 +236	+47%	+$5.08K	﹤0.01%	811
2014 Q4	$9K	Buy	+500	New	+$8.8K	﹤0.01%	754
2013 Q4	–	Sell	-194	Closed	-$4K	–	898
2013 Q3	$4K	Buy	+194	New	+$3.87K	﹤0.01%	886

Other funds holding G

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Evercore Wealth Management's G Position: Q2 2015 in Review

Evercore Wealth Management sold out of Genpact (G) in Q2 2015, closing a stake of 736 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in G in Q3 2013 and held it in 3 quarters. The position peaked at $17K in Q1 2015. 168 funds tracked by Wall St. Rank hold G as of Q2 2015.

Evercore Wealth Management reported no remaining Genpact position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 736 Genpact shares in Q2 2015, an estimated $17K.
Evercore Wealth Management first reported a position in Genpact in Q3 2013 and held it in 3 quarters.
Evercore Wealth Management's Genpact position peaked at $17K in Q1 2015.
168 funds tracked by Wall St. Rank held Genpact as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.