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Evercore Wealth Management’s PLDT PHI Stock Holding History

Evercore Wealth Management’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-59
Closed -$4K – 957
2013
Q3 		$4K Buy
+59
New +$3.98K ﹤0.01% 902

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EIP
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CBOA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Evercore Wealth Management's PHI Position: Q4 2013 in Review

Evercore Wealth Management sold out of PLDT (PHI) in Q4 2013, closing a stake of 59 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in PHI in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 125 funds tracked by Wall St. Rank hold PHI as of Q4 2013.

  • Evercore Wealth Management reported no remaining PLDT position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 59 PLDT shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in PLDT in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's PLDT position peaked at $4K in Q3 2013.
  • 125 funds tracked by Wall St. Rank held PLDT as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.