EWM
KG
Evercore Wealth Management’s Kestrel Group, Ltd. KG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,000
| Closed | -$192K | – | 1025 |
|
|
2014
Q4 | $192K | Sell |
15,000
-20,000
| -57% | -$256K | 0.01% | 367 |
|
|
2014
Q3 | $388K | Sell |
35,000
-15,000
| -30% | -$166K | 0.02% | 302 |
|
|
2014
Q2 | $605K | Hold |
50,000
| – | – | 0.03% | 245 |
|
|
2014
Q1 | $624K | Buy |
+50,000
| New | +$624K | 0.04% | 236 |
|