EWM
ODP

Evercore Wealth Management’s ODP ODP Stock Holding History

Evercore Wealth Management’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-33
Closed -$3K – 1083
2015
Q1 		$3K Buy
+33
New +$2.94K ﹤0.01% 954
2014
Q3 		– Sell
-20
Closed -$1K – 980
2014
Q2 		$1K Buy
+20
New +$975 ﹤0.01% 994
2013
Q4 		– Sell
-2,000
Closed -$97K – 949
2013
Q3 		$97K Buy
+2,000
New +$86.2K 0.01% 492

Other funds holding ODP

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's ODP Position: Q2 2015 in Review

Evercore Wealth Management sold out of ODP (ODP) in Q2 2015, closing a stake of 33 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in ODP in Q3 2013 and held it in 3 quarters. The position peaked at $97K in Q3 2013. 288 funds tracked by Wall St. Rank hold ODP as of Q2 2015.

  • Evercore Wealth Management reported no remaining ODP position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 33 ODP shares in Q2 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in ODP in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's ODP position peaked at $97K in Q3 2013.
  • 288 funds tracked by Wall St. Rank held ODP as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.