Evercore Wealth Management’s Workday WDAY Stock Holding History

Evercore Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,654	Closed	-$217K	–	1042
2014 Q4	$217K	Hold	2,654	–	–	0.01%	347
2014 Q3	$219K	Buy	2,654 +2,531	+2,058%	+$216K	0.01%	379
2014 Q2	$11K	Sell	123 -2,738	-96%	-$216K	﹤0.01%	831
2014 Q1	$261K	Buy	2,861 +2,388	+505%	+$227K	0.01%	339
2013 Q4	$39K	Sell	473 -12,485	-96%	-$986K	﹤0.01%	593
2013 Q3	$1.05M	Buy	+12,958	New	+$944K	0.06%	210

Other funds holding WDAY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Evercore Wealth Management's WDAY Position: Q1 2015 in Review

Evercore Wealth Management sold out of Workday (WDAY) in Q1 2015, closing a stake of 2,654 shares — an estimated $217K sold.

Evercore Wealth Management first reported a position in WDAY in Q3 2013 and held it in 6 quarters. The position peaked at $1.05M in Q3 2013. 294 funds tracked by Wall St. Rank hold WDAY as of Q1 2015.

Evercore Wealth Management reported no remaining Workday position as of Q1 2015 after selling out during the quarter.
Evercore Wealth Management sold 2,654 Workday shares in Q1 2015, an estimated $217K.
Evercore Wealth Management first reported a position in Workday in Q3 2013 and held it in 6 quarters.
Evercore Wealth Management's Workday position peaked at $1.05M in Q3 2013.
294 funds tracked by Wall St. Rank held Workday as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.