EWM
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Evercore Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Evercore Wealth Management’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,200
Closed -$53K – 1051
2015
Q3 		$53K Buy
+1,200
New +$56.4K ﹤0.01% 579

Other funds holding PKW

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

Evercore Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2015, closing a stake of 1,200 shares — an estimated $53K sold.

Evercore Wealth Management first reported a position in PKW in Q3 2015 and held it in 1 quarter. The position peaked at $53K in Q3 2015. 150 funds tracked by Wall St. Rank hold PKW as of Q4 2015.

  • Evercore Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,200 Invesco BuyBack Achievers ETF shares in Q4 2015, an estimated $53K.
  • Evercore Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco BuyBack Achievers ETF position peaked at $53K in Q3 2015.
  • 150 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2015.

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