EWM
LPL icon

Evercore Wealth Management’s LG Display LPL Stock Holding History

Evercore Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-307
Closed -$4K – 930
2013
Q3 		$4K Buy
+307
New +$3.86K ﹤0.01% 892

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evercore Wealth Management's LPL Position: Q4 2013 in Review

Evercore Wealth Management sold out of LG Display (LPL) in Q4 2013, closing a stake of 307 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in LPL in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 79 funds tracked by Wall St. Rank hold LPL as of Q4 2013.

  • Evercore Wealth Management reported no remaining LG Display position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 307 LG Display shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in LG Display in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's LG Display position peaked at $4K in Q3 2013.
  • 79 funds tracked by Wall St. Rank held LG Display as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.