EWM
YHOO

Evercore Wealth Management’s Yahoo Inc YHOO Stock Holding History

Evercore Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,950
Closed -$183K – 1072
2017
Q1 		$183K Sell
3,950
-561
-12% -$25K 0.01% 380
2016
Q4 		$174K Buy
4,511
+2,821
+167% +$116K 0.01% 399
2016
Q3 		$73K Hold
1,690
– – ﹤0.01% 533
2016
Q2 		$63K Hold
1,690
– – ﹤0.01% 534
2016
Q1 		$62K Hold
1,690
– – ﹤0.01% 531
2015
Q4 		$56K Sell
1,690
-555
-25% -$18.5K ﹤0.01% 573
2015
Q3 		$65K Hold
2,245
– – ﹤0.01% 549
2015
Q2 		$88K Sell
2,245
-200
-8% -$8.59K ﹤0.01% 545
2015
Q1 		$108K Hold
2,445
– – 0.01% 515
2014
Q4 		$124K Buy
2,445
+1,745
+249% +$82.1K 0.01% 429
2014
Q3 		$28K Hold
700
– – ﹤0.01% 692
2014
Q2 		$25K Buy
700
+200
+40% +$6.98K ﹤0.01% 709
2014
Q1 		$18K Buy
+500
New +$19.1K ﹤0.01% 761
2013
Q4 		– Sell
-165
Closed -$5K – 1024
2013
Q3 		$5K Buy
+165
New +$4.67K ﹤0.01% 866

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

Evercore Wealth Management sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 3,950 shares — an estimated $183K sold.

Evercore Wealth Management first reported a position in YHOO in Q3 2013 and held it in 14 quarters. The position peaked at $183K in Q1 2017. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Evercore Wealth Management reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 3,950 Yahoo Inc shares in Q2 2017, an estimated $183K.
  • Evercore Wealth Management first reported a position in Yahoo Inc in Q3 2013 and held it in 14 quarters.
  • Evercore Wealth Management's Yahoo Inc position peaked at $183K in Q1 2017.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

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