Evercore Wealth Management’s PBF Energy PBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-11,314	Closed	-$354K	–	415
2019 Q2	$354K	Hold	11,314	–	–	0.01%	318
2019 Q1	$352K	Buy	+11,314	New	+$380K	0.01%	310

Other funds holding PBF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's PBF Position: Q3 2019 in Review

Evercore Wealth Management sold out of PBF Energy (PBF) in Q3 2019, closing a stake of 11,314 shares — an estimated $354K sold.

Evercore Wealth Management first reported a position in PBF in Q1 2019 and held it in 2 quarters. The position peaked at $354K in Q2 2019. 289 funds tracked by Wall St. Rank hold PBF as of Q3 2019.

Evercore Wealth Management reported no remaining PBF Energy position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 11,314 PBF Energy shares in Q3 2019, an estimated $354K.
Evercore Wealth Management first reported a position in PBF Energy in Q1 2019 and held it in 2 quarters.
Evercore Wealth Management's PBF Energy position peaked at $354K in Q2 2019.
289 funds tracked by Wall St. Rank held PBF Energy as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.