EWM
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Evercore Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Evercore Wealth Management’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-268
Closed -$41K – 1053
2016
Q3 		$41K Buy
268
+60
+29% +$9.95K ﹤0.01% 641
2016
Q2 		$35K Buy
+208
New +$31.6K ﹤0.01% 650

Other funds holding HII

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evercore Wealth Management sold out of Huntington Ingalls Industries (HII) in Q4 2016, closing a stake of 268 shares — an estimated $41K sold.

Evercore Wealth Management first reported a position in HII in Q2 2016 and held it in 2 quarters. The position peaked at $41K in Q3 2016. 433 funds tracked by Wall St. Rank hold HII as of Q4 2016.

  • Evercore Wealth Management reported no remaining Huntington Ingalls Industries position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 268 Huntington Ingalls Industries shares in Q4 2016, an estimated $41K.
  • Evercore Wealth Management first reported a position in Huntington Ingalls Industries in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Huntington Ingalls Industries position peaked at $41K in Q3 2016.
  • 433 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q4 2016.

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