EWM
SNDK

Evercore Wealth Management’s SANDISK CORP SNDK Stock Holding History

Evercore Wealth Management’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,354
Closed -$103K – 1065
2016
Q1 		$103K Sell
1,354
-18,633
-93% -$1.34M ﹤0.01% 454
2015
Q4 		$1.52M Buy
19,987
+19,377
+3,177% +$1.42M 0.07% 150
2015
Q3 		$33K Hold
610
– – ﹤0.01% 656
2015
Q2 		$36K Sell
610
-125
-17% -$8.36K ﹤0.01% 694
2015
Q1 		$47K Sell
735
-15
-2% -$1.22K ﹤0.01% 639
2014
Q4 		$73K Sell
750
-265
-26% -$25.3K ﹤0.01% 506
2014
Q3 		$100K Buy
1,015
+280
+38% +$27.4K 0.01% 516
2014
Q2 		$77K Buy
735
+125
+20% +$11.3K ﹤0.01% 550
2014
Q1 		$50K Buy
+610
New +$45K ﹤0.01% 599
2013
Q4 		– Sell
-95
Closed -$6K – 1032
2013
Q3 		$6K Buy
+95
New +$5.58K ﹤0.01% 833

Other funds holding SNDK

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Evercore Wealth Management's SNDK Position: Q2 2016 in Review

Evercore Wealth Management sold out of SANDISK CORP (SNDK) in Q2 2016, closing a stake of 1,354 shares — an estimated $103K sold.

Evercore Wealth Management first reported a position in SNDK in Q3 2013 and held it in 10 quarters. The position peaked at $1.52M in Q4 2015. 1 fund tracked by Wall St. Rank holds SNDK as of Q2 2016.

  • Evercore Wealth Management reported no remaining SANDISK CORP position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,354 SANDISK CORP shares in Q2 2016, an estimated $103K.
  • Evercore Wealth Management first reported a position in SANDISK CORP in Q3 2013 and held it in 10 quarters.
  • Evercore Wealth Management's SANDISK CORP position peaked at $1.52M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held SANDISK CORP as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.