Evercore Wealth Management’s Jazz Pharmaceuticals JAZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-25	Closed	-$4K	–	1012
2017 Q1	$4K	Hold	25	–	–	﹤0.01%	900
2016 Q4	$3K	Hold	25	–	–	﹤0.01%	927
2016 Q3	$3K	Hold	25	–	–	﹤0.01%	977
2016 Q2	$4K	Hold	25	–	–	﹤0.01%	951
2016 Q1	$3K	Sell	25 -1,150	-98%	-$143K	﹤0.01%	903
2015 Q4	$165K	Hold	1,175	–	–	0.01%	405
2015 Q3	$156K	Hold	1,175	–	–	0.01%	423
2015 Q2	$207K	Hold	1,175	–	–	0.01%	413
2015 Q1	$203K	Hold	1,175	–	–	0.01%	412
2014 Q4	$192K	Sell	1,175 -300	-20%	-$49.8K	0.01%	365
2014 Q3	$236K	Sell	1,475 -500	-25%	-$76.9K	0.01%	366
2014 Q2	$276K	Sell	1,975 -225	-10%	-$31.2K	0.01%	347
2014 Q1	$306K	Sell	2,200 -1,750	-44%	-$263K	0.02%	320
2013 Q4	$499K	Sell	3,950 -44,400	-92%	-$4.59M	0.03%	264
2013 Q3	$4.45M	Sell	48,350 -850	-2%	-$68.6K	0.25%	102
2013 Q2	$3.38M	Buy	+49,200	New	+$3.01M	0.19%	124

Other funds holding JAZZ

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Evercore Wealth Management's JAZZ Position: Q2 2017 in Review

Evercore Wealth Management sold out of Jazz Pharmaceuticals (JAZZ) in Q2 2017, closing a stake of 25 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in JAZZ in Q2 2013 and held it in 16 quarters. The position peaked at $4.45M in Q3 2013. 319 funds tracked by Wall St. Rank hold JAZZ as of Q2 2017.

Evercore Wealth Management reported no remaining Jazz Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 25 Jazz Pharmaceuticals shares in Q2 2017, an estimated $4K.
Evercore Wealth Management first reported a position in Jazz Pharmaceuticals in Q2 2013 and held it in 16 quarters.
Evercore Wealth Management's Jazz Pharmaceuticals position peaked at $4.45M in Q3 2013.
319 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.