Evergreen Capital Management’s 8 20 Corts Certificates KCC.CL Stock Holding History

Evergreen Capital Management’s Portfolio KCC.CL Stock Details KCC.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-163,850	Closed	-$4.67M	–	120
2013 Q3	$4.67M	Sell	163,850 -3,341	-2%	-$95.2K	0.75%	49
2013 Q2	$4.76M	Buy	+167,191	New	+$4.71M	0.73%	50

Other funds holding KCC.CL

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Evergreen Capital Management's KCC.CL Position: Q4 2013 in Review

Evergreen Capital Management sold out of 8 20 Corts Certificates (KCC.CL) in Q4 2013, closing a stake of 163,850 shares — an estimated $4.67M sold.

Evergreen Capital Management first reported a position in KCC.CL in Q2 2013 and held it in 2 quarters. The position peaked at $4.76M in Q2 2013. 2 funds tracked by Wall St. Rank hold KCC.CL as of Q4 2013.

Evergreen Capital Management reported no remaining 8 20 Corts Certificates position as of Q4 2013 after selling out during the quarter.
Evergreen Capital Management sold 163,850 8 20 Corts Certificates shares in Q4 2013, an estimated $4.67M.
Evergreen Capital Management first reported a position in 8 20 Corts Certificates in Q2 2013 and held it in 2 quarters.
Evergreen Capital Management's 8 20 Corts Certificates position peaked at $4.76M in Q2 2013.
2 funds tracked by Wall St. Rank held 8 20 Corts Certificates as of Q4 2013.

Based on Evergreen Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.