EWM
WAT icon

Evercore Wealth Management’s Waters Corp WAT Stock Holding History

Evercore Wealth Management’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-275
Closed -$53K – 793
2017
Q4 		$53K Sell
275
-25
-8% -$4.83K ﹤0.01% 574
2017
Q3 		$54K Sell
300
-123
-29% -$22.3K ﹤0.01% 565
2017
Q2 		$78K Hold
423
– – ﹤0.01% 517
2017
Q1 		$66K Sell
423
-9
-2% -$1.34K ﹤0.01% 552
2016
Q4 		$58K Buy
432
+402
+1,340% +$57.4K ﹤0.01% 578
2016
Q3 		$5K Hold
30
– – ﹤0.01% 941
2016
Q2 		$4K Sell
30
-90
-75% -$12.2K ﹤0.01% 961
2016
Q1 		$16K Hold
120
– – ﹤0.01% 757
2015
Q4 		$16K Buy
+120
New +$15.4K ﹤0.01% 801
2014
Q4 		– Sell
-600
Closed -$59K – 1003
2014
Q3 		$59K Hold
600
– – ﹤0.01% 589
2014
Q2 		$63K Hold
600
– – ﹤0.01% 580
2014
Q1 		$65K Hold
600
– – ﹤0.01% 555
2013
Q4 		$60K Hold
600
– – ﹤0.01% 535
2013
Q3 		$64K Sell
600
-717
-54% -$73.5K ﹤0.01% 541
2013
Q2 		$132K Buy
+1,317
New +$126K 0.01% 449

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