EWM
NVRI icon

Evercore Wealth Management’s Enviri NVRI Stock Holding History

Evercore Wealth Management’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,425
Closed -$11K – 986
2015
Q4 		$11K Buy
+1,425
New +$13.9K ﹤0.01% 844

Other funds holding NVRI

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Evercore Wealth Management sold out of Enviri (NVRI) in Q1 2016, closing a stake of 1,425 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in NVRI in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 189 funds tracked by Wall St. Rank hold NVRI as of Q1 2016.

  • Evercore Wealth Management reported no remaining Enviri position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,425 Enviri shares in Q1 2016, an estimated $11K.
  • Evercore Wealth Management first reported a position in Enviri in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Enviri position peaked at $11K in Q4 2015.
  • 189 funds tracked by Wall St. Rank held Enviri as of Q1 2016.

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