EWM
NGD

Evercore Wealth Management’s New Gold Inc NGD Stock Holding History

Evercore Wealth Management’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,915
Closed -$7K – 984
2015
Q4 		$7K Hold
2,915
– – ﹤0.01% 889
2015
Q3 		$7K Hold
2,915
– – ﹤0.01% 866
2015
Q2 		$8K Buy
+2,915
New +$9.54K ﹤0.01% 947

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's NGD Position: Q1 2016 in Review

Evercore Wealth Management sold out of New Gold Inc (NGD) in Q1 2016, closing a stake of 2,915 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in NGD in Q2 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 160 funds tracked by Wall St. Rank hold NGD as of Q1 2016.

  • Evercore Wealth Management reported no remaining New Gold Inc position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 2,915 New Gold Inc shares in Q1 2016, an estimated $7K.
  • Evercore Wealth Management first reported a position in New Gold Inc in Q2 2015 and held it in 3 quarters.
  • Evercore Wealth Management's New Gold Inc position peaked at $8K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.