EWM
PRE

Evercore Wealth Management’s PARTNERRE LTD PRE Stock Holding History

Evercore Wealth Management’s Portfolio PRE Stock Details PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$28K – 1051
2015
Q4 		$28K Hold
200
– – ﹤0.01% 709
2015
Q3 		$28K Sell
200
-101
-34% -$13.8K ﹤0.01% 680
2015
Q2 		$39K Buy
301
+77
+34% +$9.93K ﹤0.01% 680
2015
Q1 		$26K Buy
224
+24
+12% +$2.75K ﹤0.01% 744
2014
Q4 		$23K Hold
200
– – ﹤0.01% 654
2014
Q3 		$22K Sell
200
-21
-10% -$2.31K ﹤0.01% 726
2014
Q2 		$24K Buy
221
+18
+9% +$1.9K ﹤0.01% 715
2014
Q1 		$21K Buy
203
+3
+2% +$300 ﹤0.01% 737
2013
Q4 		$21K Sell
200
-3,820
-95% -$376K ﹤0.01% 682
2013
Q3 		$368K Buy
+4,020
New +$360K 0.02% 320

Other funds holding PRE

TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Evercore Wealth Management's PRE Position: Q1 2016 in Review

Evercore Wealth Management sold out of PARTNERRE LTD (PRE) in Q1 2016, closing a stake of 200 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in PRE in Q3 2013 and held it in 10 quarters. The position peaked at $368K in Q3 2013. 5 funds tracked by Wall St. Rank hold PRE as of Q1 2016.

  • Evercore Wealth Management reported no remaining PARTNERRE LTD position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 200 PARTNERRE LTD shares in Q1 2016, an estimated $28K.
  • Evercore Wealth Management first reported a position in PARTNERRE LTD in Q3 2013 and held it in 10 quarters.
  • Evercore Wealth Management's PARTNERRE LTD position peaked at $368K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held PARTNERRE LTD as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.