Evercore Wealth Management’s Shire pic SHPG Stock Holding History

Evercore Wealth Management’s Portfolio SHPG Stock Details SHPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-527	Closed	-$108K	–	1119
2015 Q3	$108K	Hold	527	–	–	0.01%	473
2015 Q2	$127K	Hold	527	–	–	0.01%	491
2015 Q1	$126K	Hold	527	–	–	0.01%	494
2014 Q4	$112K	Buy	+527	New	+$112K	0.01%	448
2013 Q4	–	Sell	-6	Closed	-$1K	–	1055
2013 Q3	$1K	Buy	+6	New	+$663	﹤0.01%	993

Other funds holding SHPG

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's SHPG Position: Q4 2015 in Review

Evercore Wealth Management sold out of Shire pic (SHPG) in Q4 2015, closing a stake of 527 shares — an estimated $108K sold.

Evercore Wealth Management first reported a position in SHPG in Q3 2013 and held it in 5 quarters. The position peaked at $127K in Q2 2015. 335 funds tracked by Wall St. Rank hold SHPG as of Q4 2015.

Evercore Wealth Management reported no remaining Shire pic position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 527 Shire pic shares in Q4 2015, an estimated $108K.
Evercore Wealth Management first reported a position in Shire pic in Q3 2013 and held it in 5 quarters.
Evercore Wealth Management's Shire pic position peaked at $127K in Q2 2015.
335 funds tracked by Wall St. Rank held Shire pic as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.