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
SIVB
Svb Financial Group

Financial Services
Q4 2018 Filed on Feb 13, 2019
1,924
$180.49 - $321.39 $347K - $618K
Investors Real Estate Tr
Q4 2018 Filed on Feb 13, 2019
530,929
N/A
PTC
Ptc Inc.

Technology
Q4 2018 Filed on Feb 13, 2019
3,642
$76.71 - $105.87 $279K - $386K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2018 Filed on Feb 13, 2019
3,617
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 13, 2019
4,691
N/A
HPQ
Hp Inc

Technology
Q4 2018 Filed on Feb 13, 2019
12,700
$19.38 - $26.42 $246K - $336K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
Q4 2018 Filed on Feb 13, 2019
8,000
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
25,110
$48.96 - $83.03 $1.23M - $2.08M
Cigna Corporation
Q4 2018 Filed on Feb 13, 2019
2,724
N/A
Spirit Rlty Cap Inc New
Q4 2018 Filed on Feb 13, 2019
10,000
N/A
EFV
Msci Eafe Value ETF

ETFs
Q4 2018 Filed on Feb 13, 2019
4,375
$43.66 - $52.0 $191K - $228K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 13, 2019
10,729
N/A
ESGR
Enstar Group LTD

Financial Services
Q4 2018 Filed on Feb 13, 2019
1,208
$156.25 - $207.48 $189K - $251K
Andeavor
Q4 2018 Filed on Feb 13, 2019
8,135
N/A
Twenty First Centy Fox Inc
Q4 2018 Filed on Feb 13, 2019
10,100
N/A
Twenty First Centy Fox Inc
Q4 2018 Filed on Feb 13, 2019
20,725
N/A
NVCR
Novo Cure LTD

Healthcare
Q4 2018 Filed on Feb 13, 2019
4,200
$28.72 - $52.63 $121K - $221K
Praxair Inc
Q4 2018 Filed on Feb 13, 2019
3,405
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
7,806
$26.14 - $33.28 $204K - $260K
Ca Inc
Q4 2018 Filed on Feb 13, 2019
10,064
N/A
Vereit Inc
Q4 2018 Filed on Feb 13, 2019
10,000
N/A
CCL
Carnival Corp

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
3,548
$46.21 - $63.55 $164K - $225K
DWM
Wisdomtree Tr

ETFs
Q4 2018 Filed on Feb 13, 2019
6,086
N/A
FFIV
F5, Inc.

Technology
Q4 2018 Filed on Feb 13, 2019
1,111
$150.17 - $190.88 $167K - $212K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2018 Filed on Feb 13, 2019
2,186
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 13, 2019
24,841
N/A
OUNZ
Van Eck Merk Gold Trust

ETFs
Q4 2018 Filed on Feb 13, 2019
75,020
$11.66 - $12.59 $875K - $945K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 13, 2019
10,000
$0.43 - $1.15 $4.3K - $11.5K
HRB
H&R Block Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
10,988
$23.28 - $27.33 $256K - $300K
Apergy Corp
Q3 2018 Filed on Nov 13, 2018
5,110
N/A
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
1,939
$102.1 - $115.95 $198K - $225K
AVAV
Aero Vironment Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
3,800
$70.22 - $119.83 $267K - $455K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
20,000
$11.28 - $14.78 $226K - $296K
Och Ziff Cap Mgmt Group
Q3 2018 Filed on Nov 13, 2018
10,000
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
19,093
N/A
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q3 2018 Filed on Nov 13, 2018
10,000
$21.99 - $23.11 $220K - $231K
BKU
Bank United, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
12,000
$35.4 - $42.67 $425K - $512K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
5,241
N/A
DMRC
Digimarc Corp

Technology
Q3 2018 Filed on Nov 13, 2018
10,513
$24.88 - $31.95 $262K - $336K
Powershares Db Cmdty Idx Tra
Q2 2018 Filed on Aug 14, 2018
14,000
N/A
Monsanto CO New
Q2 2018 Filed on Aug 14, 2018
3,059
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
5,913
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
5,000
N/A
RDUS
Radius Health, Inc.

Healthcare
Q2 2018 Filed on Aug 14, 2018
6,435
$27.24 - $36.76 $175K - $237K
Powershares ETF Trust
Q2 2018 Filed on Aug 14, 2018
4,787
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
8,405
$23.12 - $27.74 $194K - $233K
Leucadia Natl Corp
Q2 2018 Filed on Aug 14, 2018
9,333
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
11,216
$47.52 - $55.88 $533K - $627K
Anaptysbio Inc
Q2 2018 Filed on Aug 14, 2018
2,869
N/A
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