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Evercore Wealth Management’s Service Corp International SCI Stock Holding History

Evercore Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-150
Closed -$4K – 1088
2016
Q3 		$4K Hold
150
– – ﹤0.01% 964
2016
Q2 		$4K Hold
150
– – ﹤0.01% 956
2016
Q1 		$4K Hold
150
– – ﹤0.01% 886
2015
Q4 		$4K Buy
+150
New +$4.1K ﹤0.01% 949
2015
Q1 		– Sell
-76
Closed -$2K – 1033
2014
Q4 		$2K Buy
+76
New +$1.67K ﹤0.01% 845

Other funds holding SCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Evercore Wealth Management's SCI Position: Q4 2016 in Review

Evercore Wealth Management sold out of Service Corp International (SCI) in Q4 2016, closing a stake of 150 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in SCI in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q3 2016. 297 funds tracked by Wall St. Rank hold SCI as of Q4 2016.

  • Evercore Wealth Management reported no remaining Service Corp International position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 150 Service Corp International shares in Q4 2016, an estimated $4K.
  • Evercore Wealth Management first reported a position in Service Corp International in Q4 2014 and held it in 5 quarters.
  • Evercore Wealth Management's Service Corp International position peaked at $4K in Q3 2016.
  • 297 funds tracked by Wall St. Rank held Service Corp International as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.