EWM
NMR icon

Evercore Wealth Management’s Nomura Holdings NMR Stock Holding History

Evercore Wealth Management’s Portfolio NMR Stock Details NMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-612
Closed -$5K – 945
2013
Q3 		$5K Buy
+612
New +$4.73K ﹤0.01% 852

Other funds holding NMR

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
DVM
Dreman Value Management West Palm Beach, Florida $221M AUM 11.98% 1-Year Est. Return

Evercore Wealth Management's NMR Position: Q4 2013 in Review

Evercore Wealth Management sold out of Nomura Holdings (NMR) in Q4 2013, closing a stake of 612 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in NMR in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 91 funds tracked by Wall St. Rank hold NMR as of Q4 2013.

  • Evercore Wealth Management reported no remaining Nomura Holdings position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 612 Nomura Holdings shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Nomura Holdings in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Nomura Holdings position peaked at $5K in Q3 2013.
  • 91 funds tracked by Wall St. Rank held Nomura Holdings as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.