EWM
HLSS

Evercore Wealth Management’s HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) HLSS Stock Holding History

Evercore Wealth Management’s Portfolio HLSS Stock Details HLSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-112
Closed -$2K – 1039
2013
Q3 		$2K Buy
+112
New +$2.65K ﹤0.01% 977

Other funds holding HLSS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Evercore Wealth Management's HLSS Position: Q4 2013 in Review

Evercore Wealth Management sold out of HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) (HLSS) in Q4 2013, closing a stake of 112 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in HLSS in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 145 funds tracked by Wall St. Rank hold HLSS as of Q4 2013.

  • Evercore Wealth Management reported no remaining HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 112 HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) position peaked at $2K in Q3 2013.
  • 145 funds tracked by Wall St. Rank held HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS) as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.