Evercore Wealth Management’s Newfield Exploration NFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-109	Closed	-$5K	–	1121
2016 Q3	$5K	Hold	109	–	–	﹤0.01%	945
2016 Q2	$5K	Hold	109	–	–	﹤0.01%	933
2016 Q1	$4K	Hold	109	–	–	﹤0.01%	893
2015 Q4	$4K	Buy	+109	New	+$4.06K	﹤0.01%	954
2014 Q1	–	Sell	-19	Closed	–	–	931
2013 Q4	$0	Hold	19	–	–	﹤0.01%	1013
2013 Q3	$1K	Hold	19	–	–	﹤0.01%	987
2013 Q2	$0	Buy	+19	New	+$434	﹤0.01%	795

Other funds holding NFX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Evercore Wealth Management's NFX Position: Q4 2016 in Review

Evercore Wealth Management sold out of Newfield Exploration (NFX) in Q4 2016, closing a stake of 109 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in NFX in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 459 funds tracked by Wall St. Rank hold NFX as of Q4 2016.

Evercore Wealth Management reported no remaining Newfield Exploration position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 109 Newfield Exploration shares in Q4 2016, an estimated $5K.
Evercore Wealth Management first reported a position in Newfield Exploration in Q2 2013 and held it in 7 quarters.
Evercore Wealth Management's Newfield Exploration position peaked at $5K in Q3 2016.
459 funds tracked by Wall St. Rank held Newfield Exploration as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.