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Evercore Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Evercore Wealth Management’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,350
Closed -$207K – 1019
2014
Q1 		$207K Sell
7,350
-6,750
-48% -$182K 0.01% 370
2013
Q4 		$362K Sell
14,100
-275
-2% -$7.16K 0.02% 302
2013
Q3 		$379K Hold
14,375
– – 0.02% 317
2013
Q2 		$371K Buy
+14,375
New +$390K 0.02% 322

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Evercore Wealth Management's GCC Position: Q2 2014 in Review

Evercore Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2014, closing a stake of 7,350 shares — an estimated $207K sold.

Evercore Wealth Management first reported a position in GCC in Q2 2013 and held it in 4 quarters. The position peaked at $379K in Q3 2013. 52 funds tracked by Wall St. Rank hold GCC as of Q2 2014.

  • Evercore Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 7,350 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2014, an estimated $207K.
  • Evercore Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 4 quarters.
  • Evercore Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $379K in Q3 2013.
  • 52 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.