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Evercore Wealth Management’s SIFCO Industries SIF Stock Holding History

Evercore Wealth Management’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-165
Closed -$5K – 1034
2014
Q4 		$5K Hold
165
– – ﹤0.01% 794
2014
Q3 		$5K Hold
165
– – ﹤0.01% 869
2014
Q2 		$5K Buy
+165
New +$5.48K ﹤0.01% 915

Other funds holding SIF

TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SIF Position: Q1 2015 in Review

Evercore Wealth Management sold out of SIFCO Industries (SIF) in Q1 2015, closing a stake of 165 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in SIF in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q4 2014. 43 funds tracked by Wall St. Rank hold SIF as of Q1 2015.

  • Evercore Wealth Management reported no remaining SIFCO Industries position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 165 SIFCO Industries shares in Q1 2015, an estimated $5K.
  • Evercore Wealth Management first reported a position in SIFCO Industries in Q2 2014 and held it in 3 quarters.
  • Evercore Wealth Management's SIFCO Industries position peaked at $5K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held SIFCO Industries as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.