EWM
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Evercore Wealth Management’s Groupon GRPN Stock Holding History

Evercore Wealth Management’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-25
Closed -$3K – 1006
2015
Q2 		$3K Hold
25
– – ﹤0.01% 1010
2015
Q1 		$4K Hold
25
– – ﹤0.01% 935
2014
Q4 		$4K Hold
25
– – ﹤0.01% 803
2014
Q3 		$3K Hold
25
– – ﹤0.01% 901
2014
Q2 		$3K Hold
25
– – ﹤0.01% 952
2014
Q1 		$4K Buy
+25
New +$4.85K ﹤0.01% 871

Other funds holding GRPN

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Evercore Wealth Management's GRPN Position: Q3 2015 in Review

Evercore Wealth Management sold out of Groupon (GRPN) in Q3 2015, closing a stake of 25 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in GRPN in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2015. 186 funds tracked by Wall St. Rank hold GRPN as of Q3 2015.

  • Evercore Wealth Management reported no remaining Groupon position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 25 Groupon shares in Q3 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in Groupon in Q1 2014 and held it in 6 quarters.
  • Evercore Wealth Management's Groupon position peaked at $4K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Groupon as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.