EWM
MSCC

Evercore Wealth Management’s Microsemi Corp MSCC Stock Holding History

Evercore Wealth Management’s Portfolio MSCC Stock Details MSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-165
Closed -$5K – 1078
2016
Q2 		$5K Buy
+165
New +$5.65K ﹤0.01% 935

Other funds holding MSCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Evercore Wealth Management's MSCC Position: Q3 2016 in Review

Evercore Wealth Management sold out of Microsemi Corp (MSCC) in Q3 2016, closing a stake of 165 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in MSCC in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 306 funds tracked by Wall St. Rank hold MSCC as of Q3 2016.

  • Evercore Wealth Management reported no remaining Microsemi Corp position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 165 Microsemi Corp shares in Q3 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in Microsemi Corp in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Microsemi Corp position peaked at $5K in Q2 2016.
  • 306 funds tracked by Wall St. Rank held Microsemi Corp as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.