EWM
ITRI icon

Evercore Wealth Management’s Itron ITRI Stock Holding History

Evercore Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$8K – 1016
2014
Q4 		$8K Hold
200
– – ﹤0.01% 764
2014
Q3 		$8K Hold
200
– – ﹤0.01% 830
2014
Q2 		$8K Hold
200
– – ﹤0.01% 861
2014
Q1 		$7K Hold
200
– – ﹤0.01% 839
2013
Q4 		$8K Hold
200
– – ﹤0.01% 770
2013
Q3 		$9K Hold
200
– – ﹤0.01% 765
2013
Q2 		$8K Buy
+200
New +$8.53K ﹤0.01% 735

Other funds holding ITRI

FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's ITRI Position: Q1 2015 in Review

Evercore Wealth Management sold out of Itron (ITRI) in Q1 2015, closing a stake of 200 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in ITRI in Q2 2013 and held it in 7 quarters. The position peaked at $9K in Q3 2013. 207 funds tracked by Wall St. Rank hold ITRI as of Q1 2015.

  • Evercore Wealth Management reported no remaining Itron position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 200 Itron shares in Q1 2015, an estimated $8K.
  • Evercore Wealth Management first reported a position in Itron in Q2 2013 and held it in 7 quarters.
  • Evercore Wealth Management's Itron position peaked at $9K in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Itron as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.