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Evercore Wealth Management’s POSCO PKX Stock Holding History

Evercore Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-109
Closed -$8K – 959
2013
Q3 		$8K Buy
+109
New +$7.92K ﹤0.01% 785

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Evercore Wealth Management sold out of POSCO (PKX) in Q4 2013, closing a stake of 109 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in PKX in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 151 funds tracked by Wall St. Rank hold PKX as of Q4 2013.

  • Evercore Wealth Management reported no remaining POSCO position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 109 POSCO shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in POSCO in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's POSCO position peaked at $8K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held POSCO as of Q4 2013.

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