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Evercore Wealth Management’s Graham Corp GHM Stock Holding History

Evercore Wealth Management’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-96
Closed -$3K – 908
2014
Q3 		$3K Hold
96
– – ﹤0.01% 900
2014
Q2 		$3K Buy
+96
New +$2.97K ﹤0.01% 951

Other funds holding GHM

NTP
Nine Ten Partners Evanston, Illinois $308M AUM
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Evercore Wealth Management's GHM Position: Q4 2014 in Review

Evercore Wealth Management sold out of Graham Corp (GHM) in Q4 2014, closing a stake of 96 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in GHM in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 83 funds tracked by Wall St. Rank hold GHM as of Q4 2014.

  • Evercore Wealth Management reported no remaining Graham Corp position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 96 Graham Corp shares in Q4 2014, an estimated $3K.
  • Evercore Wealth Management first reported a position in Graham Corp in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Graham Corp position peaked at $3K in Q3 2014.
  • 83 funds tracked by Wall St. Rank held Graham Corp as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.