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Evercore Wealth Management’s KBR KBR Stock Holding History

Evercore Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-89
Closed -$3K – 924
2013
Q3 		$3K Buy
+89
New +$2.82K ﹤0.01% 932

Other funds holding KBR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Evercore Wealth Management's KBR Position: Q4 2013 in Review

Evercore Wealth Management sold out of KBR (KBR) in Q4 2013, closing a stake of 89 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in KBR in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 338 funds tracked by Wall St. Rank hold KBR as of Q4 2013.

  • Evercore Wealth Management reported no remaining KBR position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 89 KBR shares in Q4 2013, an estimated $3K.
  • Evercore Wealth Management first reported a position in KBR in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's KBR position peaked at $3K in Q3 2013.
  • 338 funds tracked by Wall St. Rank held KBR as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.