EWM
IPCM

Evercore Wealth Management’s IPC HEALTHCARE INC COM DTD IPCM Stock Holding History

Evercore Wealth Management’s Portfolio IPCM Stock Details IPCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-46
Closed -$2K – 1031
2014
Q2 		$2K Buy
+46
New +$2K ﹤0.01% 986

Other funds holding IPCM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Evercore Wealth Management's IPCM Position: Q3 2014 in Review

Evercore Wealth Management sold out of IPC HEALTHCARE INC COM DTD (IPCM) in Q3 2014, closing a stake of 46 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in IPCM in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 155 funds tracked by Wall St. Rank hold IPCM as of Q3 2014.

  • Evercore Wealth Management reported no remaining IPC HEALTHCARE INC COM DTD position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 46 IPC HEALTHCARE INC COM DTD shares in Q3 2014, an estimated $2K.
  • Evercore Wealth Management first reported a position in IPC HEALTHCARE INC COM DTD in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's IPC HEALTHCARE INC COM DTD position peaked at $2K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held IPC HEALTHCARE INC COM DTD as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.