EWM
VAL

Evercore Wealth Management’s Valspar VAL Stock Holding History

Evercore Wealth Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,095
Closed -$232K – 1074
2017
Q1 		$232K Hold
2,095
– – 0.01% 344
2016
Q4 		$217K Hold
2,095
– – 0.01% 350
2016
Q3 		$222K Hold
2,095
– – 0.01% 356
2016
Q2 		$226K Buy
2,095
+120
+6% +$12.9K 0.01% 339
2016
Q1 		$211K Hold
1,975
– – 0.01% 346
2015
Q4 		$164K Hold
1,975
– – 0.01% 407
2015
Q3 		$142K Hold
1,975
– – 0.01% 438
2015
Q2 		$162K Hold
1,975
– – 0.01% 457
2015
Q1 		$166K Buy
+1,975
New +$170K 0.01% 450

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Evercore Wealth Management's VAL Position: Q2 2017 in Review

Evercore Wealth Management sold out of Valspar (VAL) in Q2 2017, closing a stake of 2,095 shares — an estimated $232K sold.

Evercore Wealth Management first reported a position in VAL in Q1 2015 and held it in 9 quarters. The position peaked at $232K in Q1 2017. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • Evercore Wealth Management reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,095 Valspar shares in Q2 2017, an estimated $232K.
  • Evercore Wealth Management first reported a position in Valspar in Q1 2015 and held it in 9 quarters.
  • Evercore Wealth Management's Valspar position peaked at $232K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.