EWM
NTGR icon

Evercore Wealth Management’s NETGEAR NTGR Stock Holding History

Evercore Wealth Management’s Portfolio NTGR Stock Details NTGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,500
Closed -$78K – 948
2014
Q3 		$78K Hold
2,500
– – ﹤0.01% 545
2014
Q2 		$87K Hold
2,500
– – ﹤0.01% 532
2014
Q1 		$84K Sell
2,500
-500
-17% -$16.7K ﹤0.01% 517
2013
Q4 		$99K Hold
3,000
– – 0.01% 457
2013
Q3 		$93K Hold
3,000
– – 0.01% 498
2013
Q2 		$92K Buy
+3,000
New +$94.4K 0.01% 500

Other funds holding NTGR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's NTGR Position: Q4 2014 in Review

Evercore Wealth Management sold out of NETGEAR (NTGR) in Q4 2014, closing a stake of 2,500 shares — an estimated $78K sold.

Evercore Wealth Management first reported a position in NTGR in Q2 2013 and held it in 6 quarters. The position peaked at $99K in Q4 2013. 149 funds tracked by Wall St. Rank hold NTGR as of Q4 2014.

  • Evercore Wealth Management reported no remaining NETGEAR position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 2,500 NETGEAR shares in Q4 2014, an estimated $78K.
  • Evercore Wealth Management first reported a position in NETGEAR in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's NETGEAR position peaked at $99K in Q4 2013.
  • 149 funds tracked by Wall St. Rank held NETGEAR as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.