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Evergreen Capital Management’s Northrim BanCorp NRIM Stock Holding History

Evergreen Capital Management’s Portfolio NRIM Stock Details NRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-136,676
Closed -$823K – 106
2013
Q3 		$823K Hold
136,676
– – 0.13% 96
2013
Q2 		$827K Buy
+136,676
New +$756K 0.13% 97

Other funds holding NRIM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Capital Management's NRIM Position: Q4 2013 in Review

Evergreen Capital Management sold out of Northrim BanCorp (NRIM) in Q4 2013, closing a stake of 136,676 shares — an estimated $823K sold.

Evergreen Capital Management first reported a position in NRIM in Q2 2013 and held it in 2 quarters. The position peaked at $827K in Q2 2013. 60 funds tracked by Wall St. Rank hold NRIM as of Q4 2013.

  • Evergreen Capital Management reported no remaining Northrim BanCorp position as of Q4 2013 after selling out during the quarter.
  • Evergreen Capital Management sold 136,676 Northrim BanCorp shares in Q4 2013, an estimated $823K.
  • Evergreen Capital Management first reported a position in Northrim BanCorp in Q2 2013 and held it in 2 quarters.
  • Evergreen Capital Management's Northrim BanCorp position peaked at $827K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held Northrim BanCorp as of Q4 2013.

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