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Evercore Wealth Management’s Textron TXT Stock Holding History

Evercore Wealth Management’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28
Closed -$1K – 1039
2016
Q4 		$1K Buy
+28
New +$1.22K ﹤0.01% 993
2014
Q2 		– Sell
-121
Closed -$5K – 1042
2014
Q1 		$5K Hold
121
– – ﹤0.01% 864
2013
Q4 		$4K Hold
121
– – ﹤0.01% 812
2013
Q3 		$3K Buy
+121
New +$3.37K ﹤0.01% 937

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evercore Wealth Management sold out of Textron (TXT) in Q1 2017, closing a stake of 28 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in TXT in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 423 funds tracked by Wall St. Rank hold TXT as of Q1 2017.

  • Evercore Wealth Management reported no remaining Textron position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 28 Textron shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Textron in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's Textron position peaked at $5K in Q1 2014.
  • 423 funds tracked by Wall St. Rank held Textron as of Q1 2017.

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