EWM
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Evercore Wealth Management’s WPP WPP Stock Holding History

Evercore Wealth Management’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-119
Closed -$12K – 1005
2014
Q3 		$12K Hold
119
– – ﹤0.01% 809
2014
Q2 		$13K Buy
119
+86
+261% +$9.16K ﹤0.01% 806
2014
Q1 		$3K Hold
33
– – ﹤0.01% 884
2013
Q4 		$4K Sell
33
-60
-65% -$6.42K ﹤0.01% 813
2013
Q3 		$9K Buy
+93
New +$8.75K ﹤0.01% 772

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evercore Wealth Management's WPP Position: Q4 2014 in Review

Evercore Wealth Management sold out of WPP (WPP) in Q4 2014, closing a stake of 119 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in WPP in Q3 2013 and held it in 5 quarters. The position peaked at $13K in Q2 2014. 170 funds tracked by Wall St. Rank hold WPP as of Q4 2014.

  • Evercore Wealth Management reported no remaining WPP position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 119 WPP shares in Q4 2014, an estimated $12K.
  • Evercore Wealth Management first reported a position in WPP in Q3 2013 and held it in 5 quarters.
  • Evercore Wealth Management's WPP position peaked at $13K in Q2 2014.
  • 170 funds tracked by Wall St. Rank held WPP as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.