EWM
WLL

Evercore Wealth Management’s Whiting Petroleum Corporation WLL Stock Holding History

Evercore Wealth Management’s Portfolio WLL Stock Details WLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-50
Closed -$142K – 1078
2017
Q1 		$142K Hold
50
– – 0.01% 421
2016
Q4 		$180K Hold
50
– – 0.01% 394
2016
Q3 		$131K Buy
+50
New +$117K 0.01% 443
2014
Q4 		– Sell
-21
Closed -$485K – 1047
2014
Q3 		$485K Hold
21
– – 0.02% 263
2014
Q2 		$507K Sell
21
-4
-16% -$88.7K 0.03% 263
2014
Q1 		$527K Sell
25
-36
-59% -$682K 0.03% 254
2013
Q4 		$1.13M Sell
61
-88
-59% -$1.67M 0.06% 182
2013
Q3 		$2.67M Sell
149
-3
-2% -$46.5K 0.15% 142
2013
Q2 		$2.1M Buy
+152
New +$2.12M 0.12% 157

Other funds holding WLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return