EWM
VALE icon

Evercore Wealth Management’s Vale VALE Stock Holding History

Evercore Wealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,105
Closed -$23K – 979
2014
Q3 		$23K Buy
2,105
+1,805
+602% +$24.1K ﹤0.01% 720
2014
Q2 		$4K Sell
300
-500
-63% -$6.75K ﹤0.01% 934
2014
Q1 		$11K Hold
800
– – ﹤0.01% 820
2013
Q4 		$12K Buy
800
+197
+33% +$3.06K ﹤0.01% 748
2013
Q3 		$9K Buy
+603
New +$8.92K ﹤0.01% 771

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Evercore Wealth Management's VALE Position: Q4 2014 in Review

Evercore Wealth Management sold out of Vale (VALE) in Q4 2014, closing a stake of 2,105 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in VALE in Q3 2013 and held it in 5 quarters. The position peaked at $23K in Q3 2014. 302 funds tracked by Wall St. Rank hold VALE as of Q4 2014.

  • Evercore Wealth Management reported no remaining Vale position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 2,105 Vale shares in Q4 2014, an estimated $23K.
  • Evercore Wealth Management first reported a position in Vale in Q3 2013 and held it in 5 quarters.
  • Evercore Wealth Management's Vale position peaked at $23K in Q3 2014.
  • 302 funds tracked by Wall St. Rank held Vale as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.