EWM
HOT

Evercore Wealth Management’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

Evercore Wealth Management’s Portfolio HOT Stock Details HOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,725
Closed -$349K – 1094
2016
Q2 		$349K Buy
4,725
+20
+0.4% +$1.54K 0.02% 287
2016
Q1 		$393K Sell
4,705
-1,396
-23% -$95.3K 0.02% 270
2015
Q4 		$423K Hold
6,101
– – 0.02% 269
2015
Q3 		$408K Hold
6,101
– – 0.02% 280
2015
Q2 		$494K Sell
6,101
-2,690
-31% -$225K 0.02% 272
2015
Q1 		$737K Sell
8,791
-650
-7% -$50.8K 0.03% 222
2014
Q4 		$764K Sell
9,441
-706
-7% -$55.1K 0.04% 198
2014
Q3 		$845K Buy
10,147
+1,731
+21% +$143K 0.04% 198
2014
Q2 		$680K Sell
8,416
-112
-1% -$8.8K 0.04% 231
2014
Q1 		$678K Buy
8,528
+397
+5% +$31K 0.04% 223
2013
Q4 		$646K Buy
8,131
+3,883
+91% +$284K 0.04% 232
2013
Q3 		$282K Buy
4,248
+90
+2% +$5.96K 0.02% 362
2013
Q2 		$262K Buy
+4,158
New +$270K 0.01% 367

Other funds holding HOT

LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Evercore Wealth Management's HOT Position: Q3 2016 in Review

Evercore Wealth Management sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q3 2016, closing a stake of 4,725 shares — an estimated $349K sold.

Evercore Wealth Management first reported a position in HOT in Q2 2013 and held it in 13 quarters. The position peaked at $845K in Q3 2014. 1 fund tracked by Wall St. Rank holds HOT as of Q3 2016.

  • Evercore Wealth Management reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 4,725 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q3 2016, an estimated $349K.
  • Evercore Wealth Management first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q2 2013 and held it in 13 quarters.
  • Evercore Wealth Management's STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $845K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.