Evercore Wealth Management’s SLM Corp SLM Stock Holding History

Evercore Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-190	Closed	-$2K	–	1091
2015 Q1	$2K	Buy	+190	New	+$1.78K	﹤0.01%	966
2014 Q2	–	Sell	-1,676	Closed	-$15K	–	1034
2014 Q1	$15K	Hold	1,676	–	–	﹤0.01%	783
2013 Q4	$16K	Sell	1,676 -708	-30%	-$6.51K	﹤0.01%	718
2013 Q3	$21K	Buy	+2,384	New	+$20.8K	﹤0.01%	681

Other funds holding SLM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's SLM Position: Q2 2015 in Review

Evercore Wealth Management sold out of SLM Corp (SLM) in Q2 2015, closing a stake of 190 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in SLM in Q3 2013 and held it in 4 quarters. The position peaked at $21K in Q3 2013. 274 funds tracked by Wall St. Rank hold SLM as of Q2 2015.

Evercore Wealth Management reported no remaining SLM Corp position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 190 SLM Corp shares in Q2 2015, an estimated $2K.
Evercore Wealth Management first reported a position in SLM Corp in Q3 2013 and held it in 4 quarters.
Evercore Wealth Management's SLM Corp position peaked at $21K in Q3 2013.
274 funds tracked by Wall St. Rank held SLM Corp as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.