EWM
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Evercore Wealth Management’s Navigator Holdings NVGS Stock Holding History

Evercore Wealth Management’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-675
Closed -$9K – 985
2015
Q4 		$9K Buy
+675
New +$9.2K ﹤0.01% 864

Other funds holding NVGS

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

Evercore Wealth Management's NVGS Position: Q1 2016 in Review

Evercore Wealth Management sold out of Navigator Holdings (NVGS) in Q1 2016, closing a stake of 675 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in NVGS in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 97 funds tracked by Wall St. Rank hold NVGS as of Q1 2016.

  • Evercore Wealth Management reported no remaining Navigator Holdings position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 675 Navigator Holdings shares in Q1 2016, an estimated $9K.
  • Evercore Wealth Management first reported a position in Navigator Holdings in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Navigator Holdings position peaked at $9K in Q4 2015.
  • 97 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.