EWM
HGT

Evercore Wealth Management’s Hugoton Royalty Trust HGT Stock Holding History

Evercore Wealth Management’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,250
Closed -$5K – 1066
2016
Q4 		$5K Buy
+2,250
New +$4.96K ﹤0.01% 899
2015
Q1 		– Sell
-2,000
Closed -$17K – 1058
2014
Q4 		$17K Buy
+2,000
New +$17.8K ﹤0.01% 689

Other funds holding HGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Evercore Wealth Management's HGT Position: Q1 2017 in Review

Evercore Wealth Management sold out of Hugoton Royalty Trust (HGT) in Q1 2017, closing a stake of 2,250 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in HGT in Q4 2014 and held it in 2 quarters. The position peaked at $17K in Q4 2014. 52 funds tracked by Wall St. Rank hold HGT as of Q1 2017.

  • Evercore Wealth Management reported no remaining Hugoton Royalty Trust position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,250 Hugoton Royalty Trust shares in Q1 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Hugoton Royalty Trust in Q4 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Hugoton Royalty Trust position peaked at $17K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.