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Evercore Wealth Management’s Marten Transport MRTN Stock Holding History

Evercore Wealth Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-315
Closed -$2K – 942
2014
Q3 		$2K Hold
315
– – ﹤0.01% 915
2014
Q2 		$3K Buy
+315
New +$2.87K ﹤0.01% 959

Other funds holding MRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Evercore Wealth Management's MRTN Position: Q4 2014 in Review

Evercore Wealth Management sold out of Marten Transport (MRTN) in Q4 2014, closing a stake of 315 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in MRTN in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 113 funds tracked by Wall St. Rank hold MRTN as of Q4 2014.

  • Evercore Wealth Management reported no remaining Marten Transport position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 315 Marten Transport shares in Q4 2014, an estimated $2K.
  • Evercore Wealth Management first reported a position in Marten Transport in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Marten Transport position peaked at $3K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Marten Transport as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.