Evercore Wealth Management’s QUESTAR CORP STR Stock Holding History

Evercore Wealth Management’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-464	Closed	-$10K	–	1095
2015 Q2	$10K	Sell	464 -155	-25%	-$3.53K	﹤0.01%	919
2015 Q1	$15K	Hold	619	–	–	﹤0.01%	827
2014 Q4	$16K	Hold	619	–	–	﹤0.01%	703
2014 Q3	$14K	Hold	619	–	–	﹤0.01%	793
2014 Q2	$15K	Hold	619	–	–	﹤0.01%	785
2014 Q1	$15K	Hold	619	–	–	﹤0.01%	789
2013 Q4	$14K	Hold	619	–	–	﹤0.01%	737
2013 Q3	$14K	Buy	+619	New	+$14.3K	﹤0.01%	728

Other funds holding STR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Evercore Wealth Management's STR Position: Q3 2015 in Review

Evercore Wealth Management sold out of QUESTAR CORP (STR) in Q3 2015, closing a stake of 464 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in STR in Q3 2013 and held it in 8 quarters. The position peaked at $16K in Q4 2014. 311 funds tracked by Wall St. Rank hold STR as of Q3 2015.

Evercore Wealth Management reported no remaining QUESTAR CORP position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 464 QUESTAR CORP shares in Q3 2015, an estimated $10K.
Evercore Wealth Management first reported a position in QUESTAR CORP in Q3 2013 and held it in 8 quarters.
Evercore Wealth Management's QUESTAR CORP position peaked at $16K in Q4 2014.
311 funds tracked by Wall St. Rank held QUESTAR CORP as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.