EWM
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Evercore Wealth Management’s Spire SR Stock Holding History

Evercore Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-281
Closed -$18K – 1091
2016
Q3 		$18K Hold
281
– – ﹤0.01% 788
2016
Q2 		$20K Hold
281
– – ﹤0.01% 758
2016
Q1 		$19K Hold
281
– – ﹤0.01% 732
2015
Q4 		$17K Hold
281
– – ﹤0.01% 790
2015
Q3 		$15K Buy
281
+58
+26% +$3.09K ﹤0.01% 790
2015
Q2 		$12K Buy
+223
New +$11.6K ﹤0.01% 874

Other funds holding SR

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SR Position: Q4 2016 in Review

Evercore Wealth Management sold out of Spire (SR) in Q4 2016, closing a stake of 281 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in SR in Q2 2015 and held it in 6 quarters. The position peaked at $20K in Q2 2016. 252 funds tracked by Wall St. Rank hold SR as of Q4 2016.

  • Evercore Wealth Management reported no remaining Spire position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 281 Spire shares in Q4 2016, an estimated $18K.
  • Evercore Wealth Management first reported a position in Spire in Q2 2015 and held it in 6 quarters.
  • Evercore Wealth Management's Spire position peaked at $20K in Q2 2016.
  • 252 funds tracked by Wall St. Rank held Spire as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.