EWM
NJ

Evercore Wealth Management’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Evercore Wealth Management’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-148
Closed -$2K – 1064
2014
Q4 		$2K Hold
148
– – ﹤0.01% 853
2014
Q3 		$3K Hold
148
– – ﹤0.01% 908
2014
Q2 		$2K Hold
148
– – ﹤0.01% 984
2014
Q1 		$2K Hold
148
– – ﹤0.01% 892
2013
Q4 		$2K Buy
+148
New +$1.71K ﹤0.01% 828

Other funds holding NJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evercore Wealth Management sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q1 2015, closing a stake of 148 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in NJ in Q4 2013 and held it in 5 quarters. The position peaked at $3K in Q3 2014. 75 funds tracked by Wall St. Rank hold NJ as of Q1 2015.

  • Evercore Wealth Management reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 148 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q1 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q4 2013 and held it in 5 quarters.
  • Evercore Wealth Management's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $3K in Q3 2014.
  • 75 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q1 2015.

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