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Evercore Wealth Management’s Globus Medical GMED Stock Holding History

Evercore Wealth Management’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-158
Closed -$4K – 1050
2016
Q3 		$4K Hold
158
– – ﹤0.01% 954
2016
Q2 		$4K Hold
158
– – ﹤0.01% 946
2016
Q1 		$4K Hold
158
– – ﹤0.01% 876
2015
Q4 		$4K Buy
+158
New +$3.97K ﹤0.01% 936

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Evercore Wealth Management's GMED Position: Q4 2016 in Review

Evercore Wealth Management sold out of Globus Medical (GMED) in Q4 2016, closing a stake of 158 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in GMED in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2016. 207 funds tracked by Wall St. Rank hold GMED as of Q4 2016.

  • Evercore Wealth Management reported no remaining Globus Medical position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 158 Globus Medical shares in Q4 2016, an estimated $4K.
  • Evercore Wealth Management first reported a position in Globus Medical in Q4 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Globus Medical position peaked at $4K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Globus Medical as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.