EWM
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Evercore Wealth Management’s Unisys UIS Stock Holding History

Evercore Wealth Management’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$20K – 1051
2015
Q2 		$20K Sell
1,000
-2,671
-73% -$57.4K ﹤0.01% 796
2015
Q1 		$85K Sell
3,671
-2,205
-38% -$53.7K ﹤0.01% 553
2014
Q4 		$174K Buy
+5,876
New +$148K 0.01% 384

Other funds holding UIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Evercore Wealth Management sold out of Unisys (UIS) in Q3 2015, closing a stake of 1,000 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in UIS in Q4 2014 and held it in 3 quarters. The position peaked at $174K in Q4 2014. 124 funds tracked by Wall St. Rank hold UIS as of Q3 2015.

  • Evercore Wealth Management reported no remaining Unisys position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Unisys shares in Q3 2015, an estimated $20K.
  • Evercore Wealth Management first reported a position in Unisys in Q4 2014 and held it in 3 quarters.
  • Evercore Wealth Management's Unisys position peaked at $174K in Q4 2014.
  • 124 funds tracked by Wall St. Rank held Unisys as of Q3 2015.

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