EWM
VVX icon

Evercore Wealth Management’s V2X VVX Stock Holding History

Evercore Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5
Closed – – 1099
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1060
2016
Q2 		$0 Hold
5
– – ﹤0.01% 1046
2016
Q1 		$0 Hold
5
– – ﹤0.01% 1022
2015
Q4 		$0 Hold
5
– – ﹤0.01% 1072
2015
Q3 		$0 Hold
5
– – ﹤0.01% 1055
2015
Q2 		$0 Hold
5
– – ﹤0.01% 1097
2015
Q1 		$0 Sell
5
-48
-91% -$1.39K ﹤0.01% 1041
2014
Q4 		$1K Sell
53
-2
-4% -$51 ﹤0.01% 860
2014
Q3 		$1K Buy
+55
New +$1.08K ﹤0.01% 924

Other funds holding VVX

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return