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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Evercore Wealth Management's WLL Position: Q2 2017 in Review

Evercore Wealth Management sold out of Whiting Petroleum Corporation (WLL) in Q2 2017, closing a stake of 50 shares — an estimated $142K sold.

Evercore Wealth Management first reported a position in WLL in Q2 2013 and held it in 9 quarters. The position peaked at $2.67M in Q3 2013. 291 funds tracked by Wall St. Rank hold WLL as of Q2 2017.

Evercore Wealth Management reported no remaining Whiting Petroleum Corporation position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 50 Whiting Petroleum Corporation shares in Q2 2017, an estimated $142K.
Evercore Wealth Management first reported a position in Whiting Petroleum Corporation in Q2 2013 and held it in 9 quarters.
Evercore Wealth Management's Whiting Petroleum Corporation position peaked at $2.67M in Q3 2013.
291 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.