Evercore Wealth Management’s Sanchez Energy Corporation SN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,066	Closed	-$36K	–	1120
2016 Q3	$36K	Hold	4,066	–	–	﹤0.01%	671
2016 Q2	$29K	Hold	4,066	–	–	﹤0.01%	697
2016 Q1	$22K	Hold	4,066	–	–	﹤0.01%	710
2015 Q4	$18K	Hold	4,066	–	–	﹤0.01%	786
2015 Q3	$25K	Hold	4,066	–	–	﹤0.01%	698
2015 Q2	$40K	Buy	+4,066	New	+$49.2K	﹤0.01%	674

Other funds holding SN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Evercore Wealth Management's SN Position: Q4 2016 in Review

Evercore Wealth Management sold out of Sanchez Energy Corporation (SN) in Q4 2016, closing a stake of 4,066 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in SN in Q2 2015 and held it in 6 quarters. The position peaked at $40K in Q2 2015. 149 funds tracked by Wall St. Rank hold SN as of Q4 2016.

Evercore Wealth Management reported no remaining Sanchez Energy Corporation position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 4,066 Sanchez Energy Corporation shares in Q4 2016, an estimated $36K.
Evercore Wealth Management first reported a position in Sanchez Energy Corporation in Q2 2015 and held it in 6 quarters.
Evercore Wealth Management's Sanchez Energy Corporation position peaked at $40K in Q2 2015.
149 funds tracked by Wall St. Rank held Sanchez Energy Corporation as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.