EWM
MT icon

Evercore Wealth Management’s ArcelorMittal MT Stock Holding History

Evercore Wealth Management’s Portfolio MT Stock Details MT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-115
Closed -$4K – 938
2013
Q3 		$4K Buy
+115
New +$3.45K ﹤0.01% 896

Other funds holding MT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of ArcelorMittal (MT) in Q4 2013, closing a stake of 115 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in MT in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 153 funds tracked by Wall St. Rank hold MT as of Q4 2013.

  • Evercore Wealth Management reported no remaining ArcelorMittal position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 115 ArcelorMittal shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in ArcelorMittal in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's ArcelorMittal position peaked at $4K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held ArcelorMittal as of Q4 2013.

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