EWM
VRN

Evercore Wealth Management’s Veren VRN Stock Holding History

Evercore Wealth Management’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-255
Closed -$3K – 1074
2015
Q3 		$3K Sell
255
-3
-1% -$42 ﹤0.01% 913
2015
Q2 		$5K Sell
258
-122
-32% -$2.85K ﹤0.01% 989
2015
Q1 		$9K Buy
380
+260
+217% +$5.93K ﹤0.01% 880
2014
Q4 		$3K Sell
120
-316
-72% -$8.61K ﹤0.01% 828
2014
Q3 		$14K Buy
436
+120
+38% +$4.43K ﹤0.01% 790
2014
Q2 		$13K Buy
+316
New +$11.7K ﹤0.01% 807

Other funds holding VRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's VRN Position: Q4 2015 in Review

Evercore Wealth Management sold out of Veren (VRN) in Q4 2015, closing a stake of 255 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in VRN in Q2 2014 and held it in 6 quarters. The position peaked at $14K in Q3 2014. 164 funds tracked by Wall St. Rank hold VRN as of Q4 2015.

  • Evercore Wealth Management reported no remaining Veren position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 255 Veren shares in Q4 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in Veren in Q2 2014 and held it in 6 quarters.
  • Evercore Wealth Management's Veren position peaked at $14K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held Veren as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.