Evercore Wealth Management’s Neustar Inc NSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-557	Closed	-$15K	–	1133
2016 Q3	$15K	Buy	+557	New	+$13.9K	﹤0.01%	825
2015 Q4	–	Sell	-13,367	Closed	-$364K	–	1095
2015 Q3	$364K	Buy	13,367 +2,863	+27%	+$81.1K	0.02%	300
2015 Q2	$307K	Buy	10,504 +1,414	+16%	+$40K	0.01%	350
2015 Q1	$224K	Sell	9,090 -211	-2%	-$5.32K	0.01%	399
2014 Q4	$259K	Sell	9,301 -971	-9%	-$25.5K	0.01%	321
2014 Q3	$254K	Buy	10,272 +9,186	+846%	+$253K	0.01%	359
2014 Q2	$28K	Sell	1,086 -536	-33%	-$14.6K	﹤0.01%	694
2014 Q1	$51K	Sell	1,622 -843	-34%	-$32.5K	﹤0.01%	592
2013 Q4	$123K	Sell	2,465 -241	-9%	-$11.6K	0.01%	425
2013 Q3	$134K	Hold	2,706	–	–	0.01%	441
2013 Q2	$132K	Buy	+2,706	New	+$125K	0.01%	451

Other funds holding NSR

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GGPE

Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

BFA

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

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

Norges Bank Oslo, Norway $935B AUM

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

Evercore Wealth Management sold out of Neustar Inc (NSR) in Q4 2016, closing a stake of 557 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in NSR in Q2 2013 and held it in 11 quarters. The position peaked at $364K in Q3 2015. 232 funds tracked by Wall St. Rank hold NSR as of Q4 2016.

Evercore Wealth Management reported no remaining Neustar Inc position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 557 Neustar Inc shares in Q4 2016, an estimated $15K.
Evercore Wealth Management first reported a position in Neustar Inc in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's Neustar Inc position peaked at $364K in Q3 2015.
232 funds tracked by Wall St. Rank held Neustar Inc as of Q4 2016.

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