Evercore Wealth Management’s Integra LifeSciences IART Stock Holding History

Evercore Wealth Management’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,468	Closed	-$40K	–	1010
2015 Q2	$40K	Hold	1,468	–	–	﹤0.01%	672
2015 Q1	$37K	Hold	1,468	–	–	﹤0.01%	672
2014 Q4	$33K	Hold	1,468	–	–	﹤0.01%	598
2014 Q3	$30K	Hold	1,468	–	–	﹤0.01%	678
2014 Q2	$28K	Hold	1,468	–	–	﹤0.01%	689
2014 Q1	$28K	Hold	1,468	–	–	﹤0.01%	686
2013 Q4	$29K	Hold	1,468	–	–	﹤0.01%	631
2013 Q3	$24K	Hold	1,468	–	–	﹤0.01%	656
2013 Q2	$22K	Buy	+1,468	New	+$21.5K	﹤0.01%	646

Other funds holding IART

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Evercore Wealth Management sold out of Integra LifeSciences (IART) in Q3 2015, closing a stake of 1,468 shares — an estimated $40K sold.

Evercore Wealth Management first reported a position in IART in Q2 2013 and held it in 9 quarters. The position peaked at $40K in Q2 2015. 189 funds tracked by Wall St. Rank hold IART as of Q3 2015.

Evercore Wealth Management reported no remaining Integra LifeSciences position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,468 Integra LifeSciences shares in Q3 2015, an estimated $40K.
Evercore Wealth Management first reported a position in Integra LifeSciences in Q2 2013 and held it in 9 quarters.
Evercore Wealth Management's Integra LifeSciences position peaked at $40K in Q2 2015.
189 funds tracked by Wall St. Rank held Integra LifeSciences as of Q3 2015.

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