EWM
NTI

Evercore Wealth Management’s NORTHERN TIER ENERGY LP CLASS A NTI Stock Holding History

Evercore Wealth Management’s Portfolio NTI Stock Details NTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,000
Closed -$47K – 1061
2016
Q1 		$47K Hold
2,000
– – ﹤0.01% 581
2015
Q4 		$52K Hold
2,000
– – ﹤0.01% 591
2015
Q3 		$46K Hold
2,000
– – ﹤0.01% 597
2015
Q2 		$48K Hold
2,000
– – ﹤0.01% 647
2015
Q1 		$51K Hold
2,000
– – ﹤0.01% 626
2014
Q4 		$44K Buy
+2,000
New +$47.8K ﹤0.01% 566

Other funds holding NTI

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
BIG
Bellwether Investment Group Chattanooga, Tennessee $24.9M AUM 22.06% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Evercore Wealth Management's NTI Position: Q2 2016 in Review

Evercore Wealth Management sold out of NORTHERN TIER ENERGY LP CLASS A (NTI) in Q2 2016, closing a stake of 2,000 shares — an estimated $47K sold.

Evercore Wealth Management first reported a position in NTI in Q4 2014 and held it in 6 quarters. The position peaked at $52K in Q4 2015. 6 funds tracked by Wall St. Rank hold NTI as of Q2 2016.

  • Evercore Wealth Management reported no remaining NORTHERN TIER ENERGY LP CLASS A position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 NORTHERN TIER ENERGY LP CLASS A shares in Q2 2016, an estimated $47K.
  • Evercore Wealth Management first reported a position in NORTHERN TIER ENERGY LP CLASS A in Q4 2014 and held it in 6 quarters.
  • Evercore Wealth Management's NORTHERN TIER ENERGY LP CLASS A position peaked at $52K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held NORTHERN TIER ENERGY LP CLASS A as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.