EWM
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Evercore Wealth Management’s StoneX SNEX Stock Holding History

Evercore Wealth Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-33,750
Closed -$185K – 919
2013
Q4 		$185K Buy
+33,750
New +$203K 0.01% 375

Other funds holding SNEX

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
FCAM
F&C Asset Management Edinburgh, Scotland, United Kingdom $7.92B AUM 24.35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's SNEX Position: Q1 2014 in Review

Evercore Wealth Management sold out of StoneX (SNEX) in Q1 2014, closing a stake of 33,750 shares — an estimated $185K sold.

Evercore Wealth Management first reported a position in SNEX in Q4 2013 and held it in 1 quarter. The position peaked at $185K in Q4 2013. 81 funds tracked by Wall St. Rank hold SNEX as of Q1 2014.

  • Evercore Wealth Management reported no remaining StoneX position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 33,750 StoneX shares in Q1 2014, an estimated $185K.
  • Evercore Wealth Management first reported a position in StoneX in Q4 2013 and held it in 1 quarter.
  • Evercore Wealth Management's StoneX position peaked at $185K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held StoneX as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.