EWM
WNR

Evercore Wealth Management’s Western Refining Inc WNR Stock Holding History

Evercore Wealth Management’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-597
Closed -$21K – 1080
2017
Q1 		$21K Hold
597
– – ﹤0.01% 751
2016
Q4 		$23K Sell
597
-298
-33% -$9.8K ﹤0.01% 736
2016
Q3 		$24K Buy
895
+298
+50% +$7.05K ﹤0.01% 748
2016
Q2 		$12K Buy
+597
New +$14K ﹤0.01% 837

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Evercore Wealth Management sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 597 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in WNR in Q2 2016 and held it in 4 quarters. The position peaked at $24K in Q3 2016. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Evercore Wealth Management reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 597 Western Refining Inc shares in Q2 2017, an estimated $21K.
  • Evercore Wealth Management first reported a position in Western Refining Inc in Q2 2016 and held it in 4 quarters.
  • Evercore Wealth Management's Western Refining Inc position peaked at $24K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

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