EWM
MTEM

Evercore Wealth Management’s Molecular Templates, Inc. MTEM Stock Holding History

Evercore Wealth Management’s Portfolio MTEM Stock Details MTEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-145
Closed -$112K – 1002
2013
Q3 		$112K Sell
145
-88
-38% -$72.3K 0.01% 472
2013
Q2 		$203K Buy
+233
New +$197K 0.01% 394

Other funds holding MTEM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of Molecular Templates, Inc. (MTEM) in Q4 2013, closing a stake of 145 shares — an estimated $112K sold.

Evercore Wealth Management first reported a position in MTEM in Q2 2013 and held it in 2 quarters. The position peaked at $203K in Q2 2013. 87 funds tracked by Wall St. Rank hold MTEM as of Q4 2013.

  • Evercore Wealth Management reported no remaining Molecular Templates, Inc. position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 145 Molecular Templates, Inc. shares in Q4 2013, an estimated $112K.
  • Evercore Wealth Management first reported a position in Molecular Templates, Inc. in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Molecular Templates, Inc. position peaked at $203K in Q2 2013.
  • 87 funds tracked by Wall St. Rank held Molecular Templates, Inc. as of Q4 2013.

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