EWM
Y
Evercore Wealth Management’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,711
| Closed | -$898K | – | 1109 |
|
|
2016
Q3 | $898K | Hold |
1,711
| – | – | 0.04% | 189 |
|
|
2016
Q2 | $940K | Hold |
1,711
| – | – | 0.04% | 176 |
|
|
2016
Q1 | $849K | Hold |
1,711
| – | – | 0.04% | 188 |
|
|
2015
Q4 | $818K | Hold |
1,711
| – | – | 0.04% | 201 |
|
|
2015
Q3 | $801K | Hold |
1,711
| – | – | 0.04% | 200 |
|
|
2015
Q2 | $802K | Hold |
1,711
| – | – | 0.04% | 221 |
|
|
2015
Q1 | $833K | Hold |
1,711
| – | – | 0.04% | 208 |
|
|
2014
Q4 | $793K | Hold |
1,711
| – | – | 0.04% | 191 |
|
|
2014
Q3 | $715K | Sell |
1,711
-44
| -3% | -$18.4K | 0.04% | 220 |
|
|
2014
Q2 | $769K | Hold |
1,755
| – | – | 0.04% | 218 |
|
|
2014
Q1 | $715K | Sell |
1,755
-35
| -2% | -$14.3K | 0.04% | 211 |
|
|
2013
Q4 | $716K | Hold |
1,790
| – | – | 0.04% | 222 |
|
|
2013
Q3 | $733K | Hold |
1,790
| – | – | 0.04% | 235 |
|
|
2013
Q2 | $686K | Buy |
+1,790
| New | +$686K | 0.04% | 245 |
|