EWM
TLN

Evercore Wealth Management’s Talen Energy Corporation TLN Stock Holding History

Evercore Wealth Management’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-222
Closed -$3K – 1137
2016
Q3 		$3K Hold
222
– – ﹤0.01% 986
2016
Q2 		$3K Buy
222
+160
+258% +$1.96K ﹤0.01% 986
2016
Q1 		$0 Hold
62
– – ﹤0.01% 1046
2015
Q4 		$0 Sell
62
-203
-77% -$1.68K ﹤0.01% 1101
2015
Q3 		$2K Sell
265
-439
-62% -$6.43K ﹤0.01% 931
2015
Q2 		$11K Buy
+704
New +$13.3K ﹤0.01% 891

Other funds holding TLN

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

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

Evercore Wealth Management sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 222 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in TLN in Q2 2015 and held it in 6 quarters. The position peaked at $11K in Q2 2015. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

  • Evercore Wealth Management reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 222 Talen Energy Corporation shares in Q4 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Talen Energy Corporation in Q2 2015 and held it in 6 quarters.
  • Evercore Wealth Management's Talen Energy Corporation position peaked at $11K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

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