EWM
GCH

Evercore Wealth Management’s Aberdeen Greater China Fund GCH Stock Holding History

Evercore Wealth Management’s Portfolio GCH Stock Details GCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,550
Closed -$18K – 1019
2013
Q3 		$18K Hold
1,550
– – ﹤0.01% 702
2013
Q2 		$17K Buy
+1,550
New +$18.3K ﹤0.01% 680

Other funds holding GCH

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
CMT Asset Management Chicago, Illinois $1.02M AUM 41.28% 1-Year Est. Return

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

Evercore Wealth Management sold out of Aberdeen Greater China Fund (GCH) in Q4 2013, closing a stake of 1,550 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in GCH in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 30 funds tracked by Wall St. Rank hold GCH as of Q4 2013.

  • Evercore Wealth Management reported no remaining Aberdeen Greater China Fund position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,550 Aberdeen Greater China Fund shares in Q4 2013, an estimated $18K.
  • Evercore Wealth Management first reported a position in Aberdeen Greater China Fund in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Aberdeen Greater China Fund position peaked at $18K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held Aberdeen Greater China Fund as of Q4 2013.

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