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Evercore Wealth Management’s Seagate STX Stock Holding History

Evercore Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,152
Closed -$122K – 1092
2016
Q3 		$122K Hold
3,152
– – 0.01% 450
2016
Q2 		$77K Buy
3,152
+647
+26% +$15.7K ﹤0.01% 504
2016
Q1 		$86K Buy
2,505
+505
+25% +$16.3K ﹤0.01% 478
2015
Q4 		$73K Buy
2,000
+1,835
+1,112% +$69.8K ﹤0.01% 528
2015
Q3 		$7K Hold
165
– – ﹤0.01% 867
2015
Q2 		$8K Hold
165
– – ﹤0.01% 950
2015
Q1 		$9K Buy
+165
New +$9.81K ﹤0.01% 878
2014
Q3 		– Sell
-193
Closed -$11K – 992
2014
Q2 		$11K Sell
193
-3,802
-95% -$205K ﹤0.01% 828
2014
Q1 		$224K Sell
3,995
-1,914
-32% -$103K 0.01% 355
2013
Q4 		$332K Sell
5,909
-713
-11% -$35.3K 0.02% 312
2013
Q3 		$290K Buy
6,622
+689
+12% +$29K 0.02% 356
2013
Q2 		$266K Buy
+5,933
New +$239K 0.02% 364

Other funds holding STX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Evercore Wealth Management sold out of Seagate (STX) in Q4 2016, closing a stake of 3,152 shares — an estimated $122K sold.

Evercore Wealth Management first reported a position in STX in Q2 2013 and held it in 12 quarters. The position peaked at $332K in Q4 2013. 524 funds tracked by Wall St. Rank hold STX as of Q4 2016.

  • Evercore Wealth Management reported no remaining Seagate position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 3,152 Seagate shares in Q4 2016, an estimated $122K.
  • Evercore Wealth Management first reported a position in Seagate in Q2 2013 and held it in 12 quarters.
  • Evercore Wealth Management's Seagate position peaked at $332K in Q4 2013.
  • 524 funds tracked by Wall St. Rank held Seagate as of Q4 2016.

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