Evercore Wealth Management’s Noble Energy, Inc. NBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-442	Closed	-$17K	–	1056
2016 Q4	$17K	Buy	442 +42	+11%	+$1.56K	﹤0.01%	773
2016 Q3	$14K	Hold	400	–	–	﹤0.01%	835
2016 Q2	$14K	Hold	400	–	–	﹤0.01%	815
2016 Q1	$13K	Sell	400 -1,064	-73%	-$32.5K	﹤0.01%	782
2015 Q4	$48K	Buy	1,464 +249	+20%	+$8.71K	﹤0.01%	606
2015 Q3	$37K	Sell	1,215 -200	-14%	-$6.88K	﹤0.01%	645
2015 Q2	$60K	Hold	1,415	–	–	﹤0.01%	604
2015 Q1	$69K	Buy	1,415 +615	+77%	+$28.7K	﹤0.01%	588
2014 Q4	$38K	Hold	800	–	–	﹤0.01%	580
2014 Q3	$55K	Hold	800	–	–	﹤0.01%	598
2014 Q2	$62K	Sell	800 -48	-6%	-$3.49K	﹤0.01%	581
2014 Q1	$60K	Hold	848	–	–	﹤0.01%	570
2013 Q4	$57K	Sell	848 -270	-24%	-$19.1K	﹤0.01%	544
2013 Q3	$75K	Buy	1,118 +120	+12%	+$7.68K	﹤0.01%	524
2013 Q2	$60K	Buy	+998	New	+$57.7K	﹤0.01%	548

Other funds holding NBL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evercore Wealth Management's NBL Position: Q1 2017 in Review

Evercore Wealth Management sold out of Noble Energy, Inc. (NBL) in Q1 2017, closing a stake of 442 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in NBL in Q2 2013 and held it in 15 quarters. The position peaked at $75K in Q3 2013. 538 funds tracked by Wall St. Rank hold NBL as of Q1 2017.

Evercore Wealth Management reported no remaining Noble Energy, Inc. position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 442 Noble Energy, Inc. shares in Q1 2017, an estimated $17K.
Evercore Wealth Management first reported a position in Noble Energy, Inc. in Q2 2013 and held it in 15 quarters.
Evercore Wealth Management's Noble Energy, Inc. position peaked at $75K in Q3 2013.
538 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.