EWM
KMG

Evercore Wealth Management’s KMG Chemicals Inc KMG Stock Holding History

Evercore Wealth Management’s Portfolio KMG Stock Details KMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-700
Closed -$19K – 1107
2015
Q1 		$19K Hold
700
– – ﹤0.01% 795
2014
Q4 		$14K Buy
+700
New +$12.7K ﹤0.01% 715

Other funds holding KMG

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's KMG Position: Q2 2015 in Review

Evercore Wealth Management sold out of KMG Chemicals Inc (KMG) in Q2 2015, closing a stake of 700 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in KMG in Q4 2014 and held it in 2 quarters. The position peaked at $19K in Q1 2015. 90 funds tracked by Wall St. Rank hold KMG as of Q2 2015.

  • Evercore Wealth Management reported no remaining KMG Chemicals Inc position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 700 KMG Chemicals Inc shares in Q2 2015, an estimated $19K.
  • Evercore Wealth Management first reported a position in KMG Chemicals Inc in Q4 2014 and held it in 2 quarters.
  • Evercore Wealth Management's KMG Chemicals Inc position peaked at $19K in Q1 2015.
  • 90 funds tracked by Wall St. Rank held KMG Chemicals Inc as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.