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Evercore Wealth Management’s Johnson Outdoors JOUT Stock Holding History

Evercore Wealth Management’s Portfolio JOUT Stock Details JOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-130
Closed -$3K – 967
2014
Q2 		$3K Buy
+130
New +$3.1K ﹤0.01% 954

Other funds holding JOUT

JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Evercore Wealth Management sold out of Johnson Outdoors (JOUT) in Q3 2014, closing a stake of 130 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in JOUT in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 58 funds tracked by Wall St. Rank hold JOUT as of Q3 2014.

  • Evercore Wealth Management reported no remaining Johnson Outdoors position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 130 Johnson Outdoors shares in Q3 2014, an estimated $3K.
  • Evercore Wealth Management first reported a position in Johnson Outdoors in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Johnson Outdoors position peaked at $3K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Johnson Outdoors as of Q3 2014.

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