Evercore Wealth Management’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-8,100
Closed -$15K 1074
2014
Q4
$15K Buy
+8,100
New +$18.8K ﹤0.01% 708

Other funds holding WHX

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

Evercore Wealth Management sold out of WHITING USA TRUST I UNITS OF BENE INT (WHX) in Q1 2015, closing a stake of 8,100 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in WHX in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 3 funds tracked by Wall St. Rank hold WHX as of Q1 2015.

  • Evercore Wealth Management reported no remaining WHITING USA TRUST I UNITS OF BENE INT position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 8,100 WHITING USA TRUST I UNITS OF BENE INT shares in Q1 2015, an estimated $15K.
  • Evercore Wealth Management first reported a position in WHITING USA TRUST I UNITS OF BENE INT in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's WHITING USA TRUST I UNITS OF BENE INT position peaked at $15K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held WHITING USA TRUST I UNITS OF BENE INT as of Q1 2015.

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