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Evercore Wealth Management’s Selective Insurance SIGI Stock Holding History

Evercore Wealth Management’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-61
Closed -$2K – 1035
2014
Q4 		$2K Buy
+61
New +$1.56K ﹤0.01% 846

Other funds holding SIGI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of Selective Insurance (SIGI) in Q1 2015, closing a stake of 61 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in SIGI in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 191 funds tracked by Wall St. Rank hold SIGI as of Q1 2015.

  • Evercore Wealth Management reported no remaining Selective Insurance position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 61 Selective Insurance shares in Q1 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in Selective Insurance in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Selective Insurance position peaked at $2K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2015.

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