EWM
POST icon

Evercore Wealth Management’s Post Holdings POST Stock Holding History

Evercore Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,070
Closed -$58K – 1052
2016
Q2 		$58K Buy
+1,070
New +$51.7K ﹤0.01% 550

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evercore Wealth Management's POST Position: Q3 2016 in Review

Evercore Wealth Management sold out of Post Holdings (POST) in Q3 2016, closing a stake of 1,070 shares — an estimated $58K sold.

Evercore Wealth Management first reported a position in POST in Q2 2016 and held it in 1 quarter. The position peaked at $58K in Q2 2016. 320 funds tracked by Wall St. Rank hold POST as of Q3 2016.

  • Evercore Wealth Management reported no remaining Post Holdings position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,070 Post Holdings shares in Q3 2016, an estimated $58K.
  • Evercore Wealth Management first reported a position in Post Holdings in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Post Holdings position peaked at $58K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Post Holdings as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.