EWM
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Evercore Wealth Management’s St. Joe Company JOE Stock Holding History

Evercore Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-130
Closed -$2K – 1061
2016
Q3 		$2K Hold
130
– – ﹤0.01% 991
2016
Q2 		$2K Buy
+130
New +$2.21K ﹤0.01% 991
2015
Q2 		– Sell
-450
Closed -$8K – 1078
2015
Q1 		$8K Hold
450
– – ﹤0.01% 894
2014
Q4 		$8K Hold
450
– – ﹤0.01% 765
2014
Q3 		$9K Hold
450
– – ﹤0.01% 826
2014
Q2 		$11K Hold
450
– – ﹤0.01% 827
2014
Q1 		$9K Sell
450
-200
-31% -$3.7K ﹤0.01% 828
2013
Q4 		$13K Buy
650
+200
+44% +$3.71K ﹤0.01% 740
2013
Q3 		$9K Hold
450
– – ﹤0.01% 766
2013
Q2 		$9K Buy
+450
New +$9.09K ﹤0.01% 727

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Evercore Wealth Management's JOE Position: Q4 2016 in Review

Evercore Wealth Management sold out of St. Joe Company (JOE) in Q4 2016, closing a stake of 130 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in JOE in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q4 2013. 116 funds tracked by Wall St. Rank hold JOE as of Q4 2016.

  • Evercore Wealth Management reported no remaining St. Joe Company position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 130 St. Joe Company shares in Q4 2016, an estimated $2K.
  • Evercore Wealth Management first reported a position in St. Joe Company in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's St. Joe Company position peaked at $13K in Q4 2013.
  • 116 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.