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Evercore Wealth Management’s Semtech SMTC Stock Holding History

Evercore Wealth Management’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-142
Closed -$4K – 990
2014
Q2 		$4K Buy
+142
New +$3.57K ﹤0.01% 931

Other funds holding SMTC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Evercore Wealth Management's SMTC Position: Q3 2014 in Review

Evercore Wealth Management sold out of Semtech (SMTC) in Q3 2014, closing a stake of 142 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in SMTC in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 173 funds tracked by Wall St. Rank hold SMTC as of Q3 2014.

  • Evercore Wealth Management reported no remaining Semtech position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 142 Semtech shares in Q3 2014, an estimated $4K.
  • Evercore Wealth Management first reported a position in Semtech in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Semtech position peaked at $4K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held Semtech as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.