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EWM
Evercore Wealth Management’s
Northwest Natural Holdings
NWN
Stock Holding History
Evercore Wealth Management’s Portfolio
NWN Stock Details
NWN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-800
Closed
-$48K
–
659
2017
Q4
$48K
Hold
800
–
–
﹤0.01%
590
2017
Q3
$52K
Hold
800
–
–
﹤0.01%
570
2017
Q2
$48K
Hold
800
–
–
﹤0.01%
582
2017
Q1
$47K
Hold
800
–
–
﹤0.01%
609
2016
Q4
$48K
Hold
800
–
–
﹤0.01%
616
2016
Q3
$48K
Hold
800
–
–
﹤0.01%
605
2016
Q2
$52K
Hold
800
–
–
﹤0.01%
572
2016
Q1
$43K
Hold
800
–
–
﹤0.01%
598
2015
Q4
$40K
Hold
800
–
–
﹤0.01%
632
2015
Q3
$37K
Sell
800
-106
-12%
-$4.66K
﹤0.01%
644
2015
Q2
$38K
Buy
906
+106
+13%
+$4.81K
﹤0.01%
683
2015
Q1
$38K
Hold
800
–
–
﹤0.01%
669
2014
Q4
$40K
Hold
800
–
–
﹤0.01%
575
2014
Q3
$34K
Hold
800
–
–
﹤0.01%
663
2014
Q2
$38K
Hold
800
–
–
﹤0.01%
650
2014
Q1
$35K
Hold
800
–
–
﹤0.01%
653
2013
Q4
$34K
Hold
800
–
–
﹤0.01%
610
2013
Q3
$34K
Hold
800
–
–
﹤0.01%
614
2013
Q2
$34K
Buy
+800
New
+$35.1K
﹤0.01%
608
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1-Year Est. Return
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$14.8B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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