EWM
SHYF

Evercore Wealth Management’s The Shyft Group SHYF Stock Holding History

Evercore Wealth Management’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,900
Closed -$6K – 1004
2015
Q4 		$6K Buy
+1,900
New +$7.37K ﹤0.01% 903

Other funds holding SHYF

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Evercore Wealth Management sold out of The Shyft Group (SHYF) in Q1 2016, closing a stake of 1,900 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in SHYF in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 73 funds tracked by Wall St. Rank hold SHYF as of Q1 2016.

  • Evercore Wealth Management reported no remaining The Shyft Group position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,900 The Shyft Group shares in Q1 2016, an estimated $6K.
  • Evercore Wealth Management first reported a position in The Shyft Group in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's The Shyft Group position peaked at $6K in Q4 2015.
  • 73 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2016.

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