EWM
LNCE

Evercore Wealth Management’s Snyders-Lance, Inc. LNCE Stock Holding History

Evercore Wealth Management’s Portfolio LNCE Stock Details LNCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,300
Closed -$44K – 1130
2016
Q3 		$44K Hold
1,300
– – ﹤0.01% 627
2016
Q2 		$44K Buy
+1,300
New +$41.1K ﹤0.01% 607

Other funds holding LNCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evercore Wealth Management's LNCE Position: Q4 2016 in Review

Evercore Wealth Management sold out of Snyders-Lance, Inc. (LNCE) in Q4 2016, closing a stake of 1,300 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in LNCE in Q2 2016 and held it in 2 quarters. The position peaked at $44K in Q3 2016. 216 funds tracked by Wall St. Rank hold LNCE as of Q4 2016.

  • Evercore Wealth Management reported no remaining Snyders-Lance, Inc. position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,300 Snyders-Lance, Inc. shares in Q4 2016, an estimated $44K.
  • Evercore Wealth Management first reported a position in Snyders-Lance, Inc. in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Snyders-Lance, Inc. position peaked at $44K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held Snyders-Lance, Inc. as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.