EWM
SPAN

Evercore Wealth Management’s Span-America Medical Systems I SPAN Stock Holding History

Evercore Wealth Management’s Portfolio SPAN Stock Details SPAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-164
Closed -$3K – 1042
2014
Q2 		$3K Buy
+164
New +$3.54K ﹤0.01% 970

Other funds holding SPAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $1.83B AUM 15.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's SPAN Position: Q3 2014 in Review

Evercore Wealth Management sold out of Span-America Medical Systems I (SPAN) in Q3 2014, closing a stake of 164 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in SPAN in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 27 funds tracked by Wall St. Rank hold SPAN as of Q3 2014.

  • Evercore Wealth Management reported no remaining Span-America Medical Systems I position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 164 Span-America Medical Systems I shares in Q3 2014, an estimated $3K.
  • Evercore Wealth Management first reported a position in Span-America Medical Systems I in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Span-America Medical Systems I position peaked at $3K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Span-America Medical Systems I as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.