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Evercore Wealth Management’s Genworth Financial GNW Stock Holding History

Evercore Wealth Management’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$4K – 1005
2017
Q1 		$4K Buy
+1,000
New +$3.85K ﹤0.01% 898
2015
Q4 		– Sell
-4,528
Closed -$21K – 1031
2015
Q3 		$21K Hold
4,528
– – ﹤0.01% 730
2015
Q2 		$34K Hold
4,528
– – ﹤0.01% 699
2015
Q1 		$33K Sell
4,528
-200
-4% -$1.52K ﹤0.01% 686
2014
Q4 		$40K Buy
+4,728
New +$49.7K ﹤0.01% 573
2014
Q3 		– Sell
-95
Closed -$2K – 955
2014
Q2 		$2K Buy
+95
New +$1.66K ﹤0.01% 975

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Evercore Wealth Management's GNW Position: Q2 2017 in Review

Evercore Wealth Management sold out of Genworth Financial (GNW) in Q2 2017, closing a stake of 1,000 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in GNW in Q2 2014 and held it in 6 quarters. The position peaked at $40K in Q4 2014. 266 funds tracked by Wall St. Rank hold GNW as of Q2 2017.

  • Evercore Wealth Management reported no remaining Genworth Financial position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Genworth Financial shares in Q2 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in Genworth Financial in Q2 2014 and held it in 6 quarters.
  • Evercore Wealth Management's Genworth Financial position peaked at $40K in Q4 2014.
  • 266 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.