Evercore Wealth Management’s PolyMet Mining Corp. PLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,300	Closed	-$10K	–	1060
2013 Q3	$10K	Buy	1,300 +250	+24%	+$2K	﹤0.01%	758
2013 Q2	$7K	Buy	+1,050	New	+$10.1K	﹤0.01%	752

Other funds holding PLM

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Baring International Investment London, United Kingdom $1.57B AUM 24.97% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Evercore Wealth Management sold out of PolyMet Mining Corp. (PLM) in Q4 2013, closing a stake of 1,300 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in PLM in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 32 funds tracked by Wall St. Rank hold PLM as of Q4 2013.

Evercore Wealth Management reported no remaining PolyMet Mining Corp. position as of Q4 2013 after selling out during the quarter.
Evercore Wealth Management sold 1,300 PolyMet Mining Corp. shares in Q4 2013, an estimated $10K.
Evercore Wealth Management first reported a position in PolyMet Mining Corp. in Q2 2013 and held it in 2 quarters.
Evercore Wealth Management's PolyMet Mining Corp. position peaked at $10K in Q3 2013.
32 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2013.

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