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Evercore Wealth Management’s Gerdau GGB Stock Holding History

Evercore Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,032
Closed -$6K – 901
2013
Q3 		$6K Buy
+1,032
New +$5.57K ﹤0.01% 816

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Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

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

Evercore Wealth Management sold out of Gerdau (GGB) in Q4 2013, closing a stake of 1,032 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in GGB in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 172 funds tracked by Wall St. Rank hold GGB as of Q4 2013.

  • Evercore Wealth Management reported no remaining Gerdau position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,032 Gerdau shares in Q4 2013, an estimated $6K.
  • Evercore Wealth Management first reported a position in Gerdau in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Gerdau position peaked at $6K in Q3 2013.
  • 172 funds tracked by Wall St. Rank held Gerdau as of Q4 2013.

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