EWM
INP

Evercore Wealth Management’s iPath ETNs Linked to the MSCI India Total Return Index INP Stock Holding History

Evercore Wealth Management’s Portfolio INP Stock Details INP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$7K – 1050
2014
Q3 		$7K Hold
100
– – ﹤0.01% 853
2014
Q2 		$7K Hold
100
– – ﹤0.01% 884
2014
Q1 		$6K Buy
+100
New +$5.58K ﹤0.01% 856

Other funds holding INP

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Evercore Wealth Management's INP Position: Q4 2014 in Review

Evercore Wealth Management sold out of iPath ETNs Linked to the MSCI India Total Return Index (INP) in Q4 2014, closing a stake of 100 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in INP in Q1 2014 and held it in 3 quarters. The position peaked at $7K in Q3 2014. 48 funds tracked by Wall St. Rank hold INP as of Q4 2014.

  • Evercore Wealth Management reported no remaining iPath ETNs Linked to the MSCI India Total Return Index position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 100 iPath ETNs Linked to the MSCI India Total Return Index shares in Q4 2014, an estimated $7K.
  • Evercore Wealth Management first reported a position in iPath ETNs Linked to the MSCI India Total Return Index in Q1 2014 and held it in 3 quarters.
  • Evercore Wealth Management's iPath ETNs Linked to the MSCI India Total Return Index position peaked at $7K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held iPath ETNs Linked to the MSCI India Total Return Index as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.