EWM
LEAF

Evercore Wealth Management’s Leaf Group Ltd. LEAF Stock Holding History

Evercore Wealth Management’s Portfolio LEAF Stock Details LEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-252
Closed -$2K – 1052
2014
Q1 		$2K Buy
+252
New +$2.64K ﹤0.01% 890
2013
Q3 		– Sell
-65,785
Closed -$783K – 1013
2013
Q2 		$783K Buy
+65,785
New +$1.1M 0.04% 229

Other funds holding LEAF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Alistair Capital Management Dallas, Texas $391M AUM 5.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Evercore Wealth Management's LEAF Position: Q2 2014 in Review

Evercore Wealth Management sold out of Leaf Group Ltd. (LEAF) in Q2 2014, closing a stake of 252 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in LEAF in Q2 2013 and held it in 2 quarters. The position peaked at $783K in Q2 2013. 88 funds tracked by Wall St. Rank hold LEAF as of Q2 2014.

  • Evercore Wealth Management reported no remaining Leaf Group Ltd. position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 252 Leaf Group Ltd. shares in Q2 2014, an estimated $2K.
  • Evercore Wealth Management first reported a position in Leaf Group Ltd. in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Leaf Group Ltd. position peaked at $783K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.