EWM
PSE

Evercore Wealth Management’s PIONEER SOUTHWEST ENERGY PARTNERS LP PSE Stock Holding History

Evercore Wealth Management’s Portfolio PSE Stock Details PSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-600
Closed -$27K – 1042
2013
Q3 		$27K Hold
600
– – ﹤0.01% 640
2013
Q2 		$21K Buy
+600
New +$18.1K ﹤0.01% 660

Other funds holding PSE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evercore Wealth Management sold out of PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) in Q4 2013, closing a stake of 600 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in PSE in Q2 2013 and held it in 2 quarters. The position peaked at $27K in Q3 2013. 1 fund tracked by Wall St. Rank holds PSE as of Q4 2013.

  • Evercore Wealth Management reported no remaining PIONEER SOUTHWEST ENERGY PARTNERS LP position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 600 PIONEER SOUTHWEST ENERGY PARTNERS LP shares in Q4 2013, an estimated $27K.
  • Evercore Wealth Management first reported a position in PIONEER SOUTHWEST ENERGY PARTNERS LP in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's PIONEER SOUTHWEST ENERGY PARTNERS LP position peaked at $27K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held PIONEER SOUTHWEST ENERGY PARTNERS LP as of Q4 2013.

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