EWM
JWN

Evercore Wealth Management’s Nordstrom JWN Stock Holding History

Evercore Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,555
Closed -$74K – 584
2017
Q4 		$74K Hold
1,555
– – ﹤0.01% 518
2017
Q3 		$73K Sell
1,555
-225
-13% -$10.4K ﹤0.01% 519
2017
Q2 		$85K Buy
1,780
+67
+4% +$3.05K ﹤0.01% 502
2017
Q1 		$80K Sell
1,713
-835
-33% -$37.3K ﹤0.01% 521
2016
Q4 		$122K Sell
2,548
-450
-15% -$24.4K 0.01% 458
2016
Q3 		$156K Buy
2,998
+219
+8% +$10.3K 0.01% 424
2016
Q2 		$106K Buy
2,779
+231
+9% +$10.3K ﹤0.01% 453
2016
Q1 		$145K Sell
2,548
-4,238
-62% -$218K 0.01% 408
2015
Q4 		$338K Sell
6,786
-4,015
-37% -$244K 0.02% 302
2015
Q3 		$776K Buy
10,801
+277
+3% +$20.9K 0.04% 204
2015
Q2 		$784K Buy
10,524
+1,367
+15% +$104K 0.04% 225
2015
Q1 		$734K Sell
9,157
-1,747
-16% -$138K 0.03% 223
2014
Q4 		$865K Buy
10,904
+142
+1% +$10.4K 0.04% 181
2014
Q3 		$735K Buy
10,762
+2,044
+23% +$141K 0.04% 211
2014
Q2 		$591K Buy
8,718
+569
+7% +$36.9K 0.03% 248
2014
Q1 		$510K Sell
8,149
-3,267
-29% -$197K 0.03% 256
2013
Q4 		$707K Buy
11,416
+4,243
+59% +$255K 0.04% 225
2013
Q3 		$404K Buy
7,173
+371
+5% +$21.9K 0.02% 303
2013
Q2 		$408K Buy
+6,802
New +$394K 0.02% 305

Other funds holding JWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evercore Wealth Management's JWN Position: Q1 2018 in Review

Evercore Wealth Management sold out of Nordstrom (JWN) in Q1 2018, closing a stake of 1,555 shares — an estimated $74K sold.

Evercore Wealth Management first reported a position in JWN in Q2 2013 and held it in 19 quarters. The position peaked at $865K in Q4 2014. 553 funds tracked by Wall St. Rank hold JWN as of Q1 2018.

  • Evercore Wealth Management reported no remaining Nordstrom position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,555 Nordstrom shares in Q1 2018, an estimated $74K.
  • Evercore Wealth Management first reported a position in Nordstrom in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Nordstrom position peaked at $865K in Q4 2014.
  • 553 funds tracked by Wall St. Rank held Nordstrom as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.