EWM
GAS

Evercore Wealth Management’s AGL Resources Inc GAS Stock Holding History

Evercore Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$13K – 1101
2016
Q2 		$13K Hold
200
– – ﹤0.01% 828
2016
Q1 		$13K Hold
200
– – ﹤0.01% 784
2015
Q4 		$13K Hold
200
– – ﹤0.01% 829
2015
Q3 		$12K Sell
200
-204
-50% -$10.9K ﹤0.01% 819
2015
Q2 		$19K Buy
404
+204
+102% +$10.1K ﹤0.01% 807
2015
Q1 		$10K Hold
200
– – ﹤0.01% 872
2014
Q4 		$10K Hold
200
– – ﹤0.01% 750
2014
Q3 		$10K Hold
200
– – ﹤0.01% 822
2014
Q2 		$12K Buy
+200
New +$10.5K ﹤0.01% 820

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Evercore Wealth Management's GAS Position: Q3 2016 in Review

Evercore Wealth Management sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 200 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in GAS in Q2 2014 and held it in 9 quarters. The position peaked at $19K in Q2 2015. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Evercore Wealth Management reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 200 AGL Resources Inc shares in Q3 2016, an estimated $13K.
  • Evercore Wealth Management first reported a position in AGL Resources Inc in Q2 2014 and held it in 9 quarters.
  • Evercore Wealth Management's AGL Resources Inc position peaked at $19K in Q2 2015.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.