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Evercore Wealth Management’s Oil States International OIS Stock Holding History

Evercore Wealth Management’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-165
Closed -$5K – 1021
2017
Q1 		$5K Buy
165
+124
+302% +$4.55K ﹤0.01% 883
2016
Q4 		$2K Sell
41
-363
-90% -$12.3K ﹤0.01% 951
2016
Q3 		$13K Buy
+404
New +$12.4K ﹤0.01% 840
2016
Q2 		– Sell
-275
Closed -$9K – 1034
2016
Q1 		$9K Hold
275
– – ﹤0.01% 816
2015
Q4 		$7K Buy
+275
New +$8.18K ﹤0.01% 890
2015
Q3 		– Sell
-453
Closed -$17K – 1031
2015
Q2 		$17K Buy
453
+378
+504% +$15.9K ﹤0.01% 825
2015
Q1 		$3K Buy
+75
New +$3.17K ﹤0.01% 955
2014
Q3 		– Sell
-125
Closed -$8K – 981
2014
Q2 		$8K Sell
125
-204
-62% -$12K ﹤0.01% 863
2014
Q1 		$16K Sell
329
-250
-43% -$13.8K ﹤0.01% 771
2013
Q4 		$34K Buy
579
+448
+342% +$26.9K ﹤0.01% 611
2013
Q3 		$8K Hold
131
– – ﹤0.01% 784
2013
Q2 		$7K Buy
+131
New +$6.68K ﹤0.01% 746

Other funds holding OIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Evercore Wealth Management's OIS Position: Q2 2017 in Review

Evercore Wealth Management sold out of Oil States International (OIS) in Q2 2017, closing a stake of 165 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in OIS in Q2 2013 and held it in 12 quarters. The position peaked at $34K in Q4 2013. 187 funds tracked by Wall St. Rank hold OIS as of Q2 2017.

  • Evercore Wealth Management reported no remaining Oil States International position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 165 Oil States International shares in Q2 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Oil States International in Q2 2013 and held it in 12 quarters.
  • Evercore Wealth Management's Oil States International position peaked at $34K in Q4 2013.
  • 187 funds tracked by Wall St. Rank held Oil States International as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.