EWM
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Evercore Wealth Management’s Prudential PUK Stock Holding History

Evercore Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-123
Closed -$5K – 1032
2014
Q1 		$5K Hold
123
– – ﹤0.01% 859
2013
Q4 		$5K Sell
123
-83
-40% -$3.29K ﹤0.01% 800
2013
Q3 		$7K Buy
+206
New +$7.17K ﹤0.01% 803

Other funds holding PUK

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's PUK Position: Q2 2014 in Review

Evercore Wealth Management sold out of Prudential (PUK) in Q2 2014, closing a stake of 123 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in PUK in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q3 2013. 135 funds tracked by Wall St. Rank hold PUK as of Q2 2014.

  • Evercore Wealth Management reported no remaining Prudential position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 123 Prudential shares in Q2 2014, an estimated $5K.
  • Evercore Wealth Management first reported a position in Prudential in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Prudential position peaked at $7K in Q3 2013.
  • 135 funds tracked by Wall St. Rank held Prudential as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.