Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LKQ
Lkq Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
425
$37.17 - $43.47 $15.8K - $18.5K
MTB
M&T Bank Corp

Financial Services
Q1 2018 Filed on May 15, 2018
1,000
$171.19 - $196.81 $171K - $197K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2018 Filed on May 15, 2018
3,280
$36.56 - $67.4 $120K - $221K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
354
$93.35 - $149.04 $33K - $52.8K
MFC
Manulife Financial Corp

Financial Services
Q1 2018 Filed on May 15, 2018
550
$18.31 - $21.99 $10.1K - $12.1K
MMLP
Martin Midstream Partners L.P.

Energy
Q1 2018 Filed on May 15, 2018
500
$13.0 - $16.8 $6.5K - $8.4K
MTZ
Mastec Inc

Industrials
Q1 2018 Filed on May 15, 2018
538
$45.2 - $54.75 $24.3K - $29.5K
MAT
Mattel Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
100
$12.8 - $17.76 $1.28K - $1.78K
Maxim Integrated Prods Inc
Q1 2018 Filed on May 15, 2018
311
N/A
MMS
Maximus, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
180
$63.79 - $72.04 $11.5K - $13K
MXL
Maxlinear Inc

Technology
Q1 2018 Filed on May 15, 2018
665
$22.52 - $28.0 $15K - $18.6K
MDU
Mdu Resources Group Inc

Industrials
Q1 2018 Filed on May 15, 2018
1,650
$25.15 - $28.16 $41.5K - $46.5K
NJR
New Jersey Resources Corp

Utilities
Q1 2018 Filed on May 15, 2018
900
$36.25 - $40.2 $32.6K - $36.2K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2018 Filed on May 15, 2018
300
$12.87 - $14.48 $3.86K - $4.34K
OTTR
Otter Tail Corp

Utilities
Q1 2018 Filed on May 15, 2018
1,000
$39.8 - $43.8 $39.8K - $43.8K
Pdl Biopharma Inc
Q1 2018 Filed on May 15, 2018
6,000
N/A
Pengrowth Energy Corp
Q1 2018 Filed on May 15, 2018
1,500
N/A
PNR
Pentair PLC

Industrials
Q1 2018 Filed on May 15, 2018
1,121
$44.78 - $49.79 $50.2K - $55.8K
Peoples United Financial Inc
Q1 2018 Filed on May 15, 2018
900
N/A
Pernix Therapeutics Hldgs In
Q1 2018 Filed on May 15, 2018
5
N/A
PRGO
Perrigo CO PLC

Healthcare
Q1 2018 Filed on May 15, 2018
15
$79.57 - $95.15 $1.19K - $1.43K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2018 Filed on May 15, 2018
3,200
N/A
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
3,825
$10.61 - $11.49 $40.6K - $43.9K
PIPR
Piper Sandler Companies

Financial Services
Q1 2018 Filed on May 15, 2018
180
$80.2 - $99.7 $14.4K - $17.9K
PJT
Pjt Partners Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
15
$44.2 - $50.1 $663 - $752
PAA
Plains All American Pipeline LP

Energy
Q1 2018 Filed on May 15, 2018
1,007
$20.23 - $23.96 $20.4K - $24.1K
PII
Polaris Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
531
$106.1 - $135.34 $56.3K - $71.9K
Orbital Atk Inc
Q1 2018 Filed on May 15, 2018
361
N/A
On Assignment Inc
Q1 2018 Filed on May 15, 2018
392
N/A
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
320
$86.76 - $100.38 $27.8K - $32.1K
NI
Nisource Inc.

Utilities
Q1 2018 Filed on May 15, 2018
675
$22.51 - $25.36 $15.2K - $17.1K
Noble Corp PLC
Q1 2018 Filed on May 15, 2018
500
N/A
Powershares ETF Tr Ii
Q1 2018 Filed on May 15, 2018
2,465
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,555
$46.36 - $53.56 $72.1K - $83.3K
NTRS
Northern Trust Corp

Financial Services
Q1 2018 Filed on May 15, 2018
400
$96.2 - $110.7 $38.5K - $44.3K
Northwest Nat Gas CO
Q1 2018 Filed on May 15, 2018
800
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
71
$51.4 - $60.93 $3.65K - $4.33K
DNOW
Now Inc.

Energy
Q1 2018 Filed on May 15, 2018
50
$9.41 - $12.88 $471 - $644
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q1 2018 Filed on May 15, 2018
447
$66.66 - $74.35 $29.8K - $33.2K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$20.25 - $22.02 $60.8K - $66.1K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
1,487
$14.01 - $15.33 $20.8K - $22.8K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q1 2018 Filed on May 15, 2018
2,500
$22.03 - $26.76 $55.1K - $66.9K
NVEC
Nve Corp

Technology
Q1 2018 Filed on May 15, 2018
50
$69.51 - $93.74 $3.48K - $4.69K
Oaktree Cap Group LLC
Q1 2018 Filed on May 15, 2018
1,500
N/A
POWI
Power Integrations Inc

Technology
Q1 2018 Filed on May 15, 2018
86
$30.88 - $39.58 $2.66K - $3.4K
LEN
Lennar Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,324
$56.58 - $71.82 $74.9K - $95.1K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2018 Filed on May 15, 2018
91
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2018 Filed on May 15, 2018
1,173
$22.68 - $25.83 $26.6K - $30.3K
IYG
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
800
N/A
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