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Evercore Wealth Management’s Watts Water Technologies WTS Stock Holding History

Evercore Wealth Management’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-550
Closed -$33K – 1045
2014
Q1 		$33K Buy
550
+300
+120% +$17.5K ﹤0.01% 662
2013
Q4 		$15K Sell
250
-19,600
-99% -$1.14M ﹤0.01% 725
2013
Q3 		$1.12M Buy
+19,850
New +$1.06M 0.06% 200

Other funds holding WTS

Norges Bank
Norges Bank Oslo, Norway $1T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's WTS Position: Q2 2014 in Review

Evercore Wealth Management sold out of Watts Water Technologies (WTS) in Q2 2014, closing a stake of 550 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in WTS in Q3 2013 and held it in 3 quarters. The position peaked at $1.12M in Q3 2013. 173 funds tracked by Wall St. Rank hold WTS as of Q2 2014.

  • Evercore Wealth Management reported no remaining Watts Water Technologies position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 550 Watts Water Technologies shares in Q2 2014, an estimated $33K.
  • Evercore Wealth Management first reported a position in Watts Water Technologies in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Watts Water Technologies position peaked at $1.12M in Q3 2013.
  • 173 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.