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Evercore Wealth Management’s Sonida Senior Living SNDA Stock Holding History

Evercore Wealth Management’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-67
Closed -$21K – 1006
2015
Q4 		$21K Hold
67
– – ﹤0.01% 760
2015
Q3 		$20K Hold
67
– – ﹤0.01% 743
2015
Q2 		$25K Buy
+67
New +$25.9K ﹤0.01% 753

Other funds holding SNDA

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
LA
Lucus Advisors New York $57.7M AUM 0.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's SNDA Position: Q1 2016 in Review

Evercore Wealth Management sold out of Sonida Senior Living (SNDA) in Q1 2016, closing a stake of 67 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in SNDA in Q2 2015 and held it in 3 quarters. The position peaked at $25K in Q2 2015. 106 funds tracked by Wall St. Rank hold SNDA as of Q1 2016.

  • Evercore Wealth Management reported no remaining Sonida Senior Living position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 67 Sonida Senior Living shares in Q1 2016, an estimated $21K.
  • Evercore Wealth Management first reported a position in Sonida Senior Living in Q2 2015 and held it in 3 quarters.
  • Evercore Wealth Management's Sonida Senior Living position peaked at $25K in Q2 2015.
  • 106 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.