Evercore Wealth Management’s Windstream Holdings Inc WIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-25	Closed	-$1K	–	1127
2016 Q3	$1K	Buy	+25	New	+$1.14K	﹤0.01%	1011
2015 Q2	–	Sell	-258	Closed	-$15K	–	1111
2015 Q1	$15K	Sell	258 -128	-33%	-$8.16K	﹤0.01%	825
2014 Q4	$25K	Buy	+386	New	+$29.5K	﹤0.01%	642
2014 Q3	–	Sell	-91	Closed	-$7K	–	1018
2014 Q2	$7K	Hold	91	–	–	﹤0.01%	881
2014 Q1	$6K	Hold	91	–	–	﹤0.01%	854
2013 Q4	$6K	Hold	91	–	–	﹤0.01%	796
2013 Q3	$6K	Hold	91	–	–	﹤0.01%	832
2013 Q2	$5K	Buy	+91	New	+$5.93K	﹤0.01%	764

Other funds holding WIN

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evercore Wealth Management's WIN Position: Q4 2016 in Review

Evercore Wealth Management sold out of Windstream Holdings Inc (WIN) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in WIN in Q2 2013 and held it in 8 quarters. The position peaked at $25K in Q4 2014. 228 funds tracked by Wall St. Rank hold WIN as of Q4 2016.

Evercore Wealth Management reported no remaining Windstream Holdings Inc position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 25 Windstream Holdings Inc shares in Q4 2016, an estimated $1K.
Evercore Wealth Management first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 8 quarters.
Evercore Wealth Management's Windstream Holdings Inc position peaked at $25K in Q4 2014.
228 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.