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Evercore Wealth Management’s Companhia Siderúrgica Nacional SID Stock Holding History

Evercore Wealth Management’s Portfolio SID Stock Details SID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,980
Closed -$8K – 969
2013
Q3 		$8K Buy
+1,980
New +$6.77K ﹤0.01% 789

Other funds holding SID

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Evercore Wealth Management sold out of Companhia Siderúrgica Nacional (SID) in Q4 2013, closing a stake of 1,980 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in SID in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 115 funds tracked by Wall St. Rank hold SID as of Q4 2013.

  • Evercore Wealth Management reported no remaining Companhia Siderúrgica Nacional position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,980 Companhia Siderúrgica Nacional shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in Companhia Siderúrgica Nacional in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Companhia Siderúrgica Nacional position peaked at $8K in Q3 2013.
  • 115 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q4 2013.

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