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Evercore Wealth Management’s SiriusXM SIRI Stock Holding History

Evercore Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-91
Closed -$5K – 1034
2017
Q1 		$5K Hold
91
– – ﹤0.01% 886
2016
Q4 		$4K Hold
91
– – ﹤0.01% 911
2016
Q3 		$4K Hold
91
– – ﹤0.01% 965
2016
Q2 		$4K Buy
+91
New +$3.58K ﹤0.01% 957
2015
Q1 		– Sell
-38
Closed -$1K – 1036
2014
Q4 		$1K Buy
+38
New +$1.31K ﹤0.01% 859

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 SIRI Position: Q2 2017 in Review

Evercore Wealth Management sold out of SiriusXM (SIRI) in Q2 2017, closing a stake of 91 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in SIRI in Q4 2014 and held it in 5 quarters. The position peaked at $5K in Q1 2017. 500 funds tracked by Wall St. Rank hold SIRI as of Q2 2017.

  • Evercore Wealth Management reported no remaining SiriusXM position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 91 SiriusXM shares in Q2 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in SiriusXM in Q4 2014 and held it in 5 quarters.
  • Evercore Wealth Management's SiriusXM position peaked at $5K in Q1 2017.
  • 500 funds tracked by Wall St. Rank held SiriusXM as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.