EWM
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Evercore Wealth Management’s InterContinental Hotels IHG Stock Holding History

Evercore Wealth Management’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-106
Closed -$4K – 913
2013
Q3 		$4K Buy
+106
New +$4.47K ﹤0.01% 890

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Evercore Wealth Management sold out of InterContinental Hotels (IHG) in Q4 2013, closing a stake of 106 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in IHG in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 90 funds tracked by Wall St. Rank hold IHG as of Q4 2013.

  • Evercore Wealth Management reported no remaining InterContinental Hotels position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 106 InterContinental Hotels shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in InterContinental Hotels in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's InterContinental Hotels position peaked at $4K in Q3 2013.
  • 90 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2013.

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