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Evercore Wealth Management’s Smith & Nephew SNN Stock Holding History

Evercore Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-175
Closed -$4K – 974
2013
Q3 		$4K Buy
+175
New +$4.22K ﹤0.01% 907

Other funds holding SNN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return

Evercore Wealth Management's SNN Position: Q4 2013 in Review

Evercore Wealth Management sold out of Smith & Nephew (SNN) in Q4 2013, closing a stake of 175 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in SNN in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 112 funds tracked by Wall St. Rank hold SNN as of Q4 2013.

  • Evercore Wealth Management reported no remaining Smith & Nephew position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 175 Smith & Nephew shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in Smith & Nephew in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Smith & Nephew position peaked at $4K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.