Evercore Wealth Management’s MKS Inc MKSI Stock Holding History

Evercore Wealth Management’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-92	Closed	-$3K	–	974
2014 Q2	$3K	Buy	+92	New	+$2.67K	﹤0.01%	958

Other funds holding MKSI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Evercore Wealth Management's MKSI Position: Q3 2014 in Review

Evercore Wealth Management sold out of MKS Inc (MKSI) in Q3 2014, closing a stake of 92 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in MKSI in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 163 funds tracked by Wall St. Rank hold MKSI as of Q3 2014.

Evercore Wealth Management reported no remaining MKS Inc position as of Q3 2014 after selling out during the quarter.
Evercore Wealth Management sold 92 MKS Inc shares in Q3 2014, an estimated $3K.
Evercore Wealth Management first reported a position in MKS Inc in Q2 2014 and held it in 1 quarter.
Evercore Wealth Management's MKS Inc position peaked at $3K in Q2 2014.
163 funds tracked by Wall St. Rank held MKS Inc as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.