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Evercore Wealth Management’s Urban Outfitters URBN Stock Holding History

Evercore Wealth Management’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-500
Closed -$14K – 1059
2016
Q2 		$14K Buy
+500
New +$14.4K ﹤0.01% 811
2015
Q4 		– Sell
-400
Closed -$12K – 1068
2015
Q3 		$12K Buy
+400
New +$12.9K ﹤0.01% 814

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evercore Wealth Management's URBN Position: Q3 2016 in Review

Evercore Wealth Management sold out of Urban Outfitters (URBN) in Q3 2016, closing a stake of 500 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in URBN in Q3 2015 and held it in 2 quarters. The position peaked at $14K in Q2 2016. 315 funds tracked by Wall St. Rank hold URBN as of Q3 2016.

  • Evercore Wealth Management reported no remaining Urban Outfitters position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 500 Urban Outfitters shares in Q3 2016, an estimated $14K.
  • Evercore Wealth Management first reported a position in Urban Outfitters in Q3 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Urban Outfitters position peaked at $14K in Q2 2016.
  • 315 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.