EWM
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Evercore Wealth Management’s Nasdaq NDAQ Stock Holding History

Evercore Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-273
Closed -$4K – 1028
2015
Q2 		$4K Buy
+273
New +$4.58K ﹤0.01% 1000

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Evercore Wealth Management's NDAQ Position: Q3 2015 in Review

Evercore Wealth Management sold out of Nasdaq (NDAQ) in Q3 2015, closing a stake of 273 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in NDAQ in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 373 funds tracked by Wall St. Rank hold NDAQ as of Q3 2015.

  • Evercore Wealth Management reported no remaining Nasdaq position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 273 Nasdaq shares in Q3 2015, an estimated $4K.
  • Evercore Wealth Management first reported a position in Nasdaq in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Nasdaq position peaked at $4K in Q2 2015.
  • 373 funds tracked by Wall St. Rank held Nasdaq as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.