EWM
KOL

Evercore Wealth Management’s VanEck Vectors Coal ETF KOL Stock Holding History

Evercore Wealth Management’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10
Closed -$2K – 1016
2013
Q2 		$2K Buy
+10
New +$2.07K ﹤0.01% 781

Other funds holding KOL

EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Evercore Wealth Management's KOL Position: Q3 2013 in Review

Evercore Wealth Management sold out of VanEck Vectors Coal ETF (KOL) in Q3 2013, closing a stake of 10 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in KOL in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 43 funds tracked by Wall St. Rank hold KOL as of Q3 2013.

  • Evercore Wealth Management reported no remaining VanEck Vectors Coal ETF position as of Q3 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 10 VanEck Vectors Coal ETF shares in Q3 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 1 quarter.
  • Evercore Wealth Management's VanEck Vectors Coal ETF position peaked at $2K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q3 2013.

Based on Evercore Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.