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Evercore Wealth Management’s United Microelectronic UMC Stock Holding History

Evercore Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,293
Closed -$5K – 987
2013
Q3 		$5K Buy
+2,293
New +$4.79K ﹤0.01% 856

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
RCMB
Revelation Capital Management (Bermuda) Hamilton, Bermuda $1.14M AUM 18.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evercore Wealth Management's UMC Position: Q4 2013 in Review

Evercore Wealth Management sold out of United Microelectronic (UMC) in Q4 2013, closing a stake of 2,293 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in UMC in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 92 funds tracked by Wall St. Rank hold UMC as of Q4 2013.

  • Evercore Wealth Management reported no remaining United Microelectronic position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 2,293 United Microelectronic shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in United Microelectronic in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's United Microelectronic position peaked at $5K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.