Evercore Wealth Management’s New York Times NYT Stock Holding History

Evercore Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-480	Closed	-$6K	–	1050
2015 Q3	$6K	Hold	480	–	–	﹤0.01%	877
2015 Q2	$7K	Hold	480	–	–	﹤0.01%	962
2015 Q1	$7K	Hold	480	–	–	﹤0.01%	905
2014 Q4	$6K	Sell	480 -200	-29%	-$2.57K	﹤0.01%	781
2014 Q3	$7K	Hold	680	–	–	﹤0.01%	847
2014 Q2	$10K	Hold	680	–	–	﹤0.01%	839
2014 Q1	$11K	Hold	680	–	–	﹤0.01%	818
2013 Q4	$11K	Hold	680	–	–	﹤0.01%	753
2013 Q3	$9K	Hold	680	–	–	﹤0.01%	767
2013 Q2	$7K	Buy	+680	New	+$6.69K	﹤0.01%	745

Other funds holding NYT

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

JCG

JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Evercore Wealth Management's NYT Position: Q4 2015 in Review

Evercore Wealth Management sold out of New York Times (NYT) in Q4 2015, closing a stake of 480 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in NYT in Q2 2013 and held it in 10 quarters. The position peaked at $11K in Q1 2014. 196 funds tracked by Wall St. Rank hold NYT as of Q4 2015.

Evercore Wealth Management reported no remaining New York Times position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 480 New York Times shares in Q4 2015, an estimated $6K.
Evercore Wealth Management first reported a position in New York Times in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's New York Times position peaked at $11K in Q1 2014.
196 funds tracked by Wall St. Rank held New York Times as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.