Evercore Wealth Management’s EXELIS INC COM STK XLS Stock Holding History

Evercore Wealth Management’s Portfolio XLS Stock Details XLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-980	Closed	-$23K	–	1128
2015 Q1	$23K	Hold	980	–	–	﹤0.01%	768
2014 Q4	$17K	Hold	980	–	–	﹤0.01%	691
2014 Q3	$17K	Sell	980 -70	-7%	-$1.14K	﹤0.01%	765
2014 Q2	$17K	Buy	1,050 +108	+11%	+$1.78K	﹤0.01%	768
2014 Q1	$17K	Hold	942	–	–	﹤0.01%	768
2013 Q4	$17K	Hold	942	–	–	﹤0.01%	713
2013 Q3	$14K	Buy	+942	New	+$13.2K	﹤0.01%	729

Other funds holding XLS

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Evercore Wealth Management's XLS Position: Q2 2015 in Review

Evercore Wealth Management sold out of EXELIS INC COM STK (XLS) in Q2 2015, closing a stake of 980 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in XLS in Q3 2013 and held it in 7 quarters. The position peaked at $23K in Q1 2015. 2 funds tracked by Wall St. Rank hold XLS as of Q2 2015.

Evercore Wealth Management reported no remaining EXELIS INC COM STK position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 980 EXELIS INC COM STK shares in Q2 2015, an estimated $23K.
Evercore Wealth Management first reported a position in EXELIS INC COM STK in Q3 2013 and held it in 7 quarters.
Evercore Wealth Management's EXELIS INC COM STK position peaked at $23K in Q1 2015.
2 funds tracked by Wall St. Rank held EXELIS INC COM STK as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.