Evercore Wealth Management
VR

Evercore Wealth Management’s Validus Hold Ltd VR Stock Holding History

Evercore Wealth Management’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-78
Closed -$3K – 1088
2015
Q2 		$3K Buy
+78
New +$3.35K ﹤0.01% 1020
2014
Q3 		– Sell
-73
Closed -$3K – 1015
2014
Q2 		$3K Buy
+73
New +$2.72K ﹤0.01% 966

Other funds holding VR

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of Validus Hold Ltd (VR) in Q3 2015, closing a stake of 78 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in VR in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 216 funds tracked by Wall St. Rank hold VR as of Q3 2015.

  • Evercore Wealth Management reported no remaining Validus Hold Ltd position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 78 Validus Hold Ltd shares in Q3 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in Validus Hold Ltd in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Validus Hold Ltd position peaked at $3K in Q2 2015.
  • 216 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q3 2015.

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