Evercore Wealth Management’s Enduro Royalty Trust NDRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-6,147	Closed	-$30K	–	1057
2014 Q4	$30K	Buy	+6,147	New	+$48.1K	﹤0.01%	615

Other funds holding NDRO

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Evercore Wealth Management's NDRO Position: Q1 2015 in Review

Evercore Wealth Management sold out of Enduro Royalty Trust (NDRO) in Q1 2015, closing a stake of 6,147 shares — an estimated $30K sold.

Evercore Wealth Management first reported a position in NDRO in Q4 2014 and held it in 1 quarter. The position peaked at $30K in Q4 2014. 25 funds tracked by Wall St. Rank hold NDRO as of Q1 2015.

Evercore Wealth Management reported no remaining Enduro Royalty Trust position as of Q1 2015 after selling out during the quarter.
Evercore Wealth Management sold 6,147 Enduro Royalty Trust shares in Q1 2015, an estimated $30K.
Evercore Wealth Management first reported a position in Enduro Royalty Trust in Q4 2014 and held it in 1 quarter.
Evercore Wealth Management's Enduro Royalty Trust position peaked at $30K in Q4 2014.
25 funds tracked by Wall St. Rank held Enduro Royalty Trust as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.