EWM
STJ

Evercore Wealth Management’s St Jude Medical STJ Stock Holding History

Evercore Wealth Management’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,572
Closed -$287K – 1078
2016
Q4 		$287K Buy
3,572
+1,931
+118% +$153K 0.01% 315
2016
Q3 		$131K Sell
1,641
-59
-3% -$4.76K 0.01% 442
2016
Q2 		$132K Buy
1,700
+149
+10% +$10.6K 0.01% 422
2016
Q1 		$85K Sell
1,551
-54
-3% -$2.94K ﹤0.01% 484
2015
Q4 		$99K Buy
1,605
+54
+3% +$3.41K ﹤0.01% 476
2015
Q3 		$97K Sell
1,551
-1,516
-49% -$108K ﹤0.01% 490
2015
Q2 		$223K Buy
3,067
+1,278
+71% +$92.3K 0.01% 400
2015
Q1 		$118K Sell
1,789
-28
-2% -$1.86K 0.01% 508
2014
Q4 		$119K Sell
1,817
-172
-9% -$11.1K 0.01% 434
2014
Q3 		$119K Buy
1,989
+232
+13% +$15.2K 0.01% 486
2014
Q2 		$122K Buy
1,757
+319
+22% +$20.7K 0.01% 479
2014
Q1 		$94K Buy
1,438
+238
+20% +$15.5K 0.01% 497
2013
Q4 		$74K Hold
1,200
– – ﹤0.01% 503
2013
Q3 		$64K Hold
1,200
– – ﹤0.01% 542
2013
Q2 		$55K Buy
+1,200
New +$52K ﹤0.01% 555

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Evercore Wealth Management's STJ Position: Q1 2017 in Review

Evercore Wealth Management sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 3,572 shares — an estimated $287K sold.

Evercore Wealth Management first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $287K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Evercore Wealth Management reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 3,572 St Jude Medical shares in Q1 2017, an estimated $287K.
  • Evercore Wealth Management first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Evercore Wealth Management's St Jude Medical position peaked at $287K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.