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
Powershares Qqq Trust
Q2 2018 Filed on Aug 14, 2018
5,185
N/A
RDFN
Redfin Corp

Real Estate
Q1 2018 Filed on May 15, 2018
900
$19.66 - $31.07 $17.7K - $28K
Regal Entmt Group
Q1 2018 Filed on May 15, 2018
800
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
600
$150.84 - $175.91 $90.5K - $106K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2018 Filed on May 15, 2018
350
$146.45 - $163.98 $51.3K - $57.4K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
50
$32.94 - $46.03 $1.65K - $2.3K
RH
Rh

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
150
$75.31 - $104.56 $11.3K - $15.7K
SPSC
Sps Commerce Inc

Technology
Q1 2018 Filed on May 15, 2018
1,077
$24.36 - $32.33 $26.2K - $34.8K
Spring Bk Pharmaceuticals In
Q1 2018 Filed on May 15, 2018
1,000
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q1 2018 Filed on May 15, 2018
250
$101.99 - $119.99 $25.5K - $30K
Symantec Corp
Q1 2018 Filed on May 15, 2018
500
N/A
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
1,500
N/A
Tcf Finl Corp
Q1 2018 Filed on May 15, 2018
7,500
N/A
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q1 2018 Filed on May 15, 2018
3,363
$6.96 - $7.43 $23.4K - $25K
Tc Pipelines LP
Q1 2018 Filed on May 15, 2018
420
N/A
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
475
$101.32 - $118.87 $48.1K - $56.5K
PRLB
Proto Labs Inc

Industrials
Q1 2018 Filed on May 15, 2018
65
$103.85 - $125.9 $6.75K - $8.18K
Seadrill Limited
Q1 2018 Filed on May 15, 2018
140
N/A
Priceline Grp Inc
Q1 2018 Filed on May 15, 2018
258
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
2,000
$27.37 - $31.17 $54.7K - $62.3K
RHI
Robert Half International Inc.

Industrials
Q1 2018 Filed on May 15, 2018
100
$52.26 - $60.51 $5.23K - $6.05K
Spectrum Brands Hldgs Inc
Q1 2018 Filed on May 15, 2018
829
N/A
Spark Therapeutics Inc
Q1 2018 Filed on May 15, 2018
2,700
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2018 Filed on May 15, 2018
1,491
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2018 Filed on May 15, 2018
4,778
N/A
SNAP
Snap Inc

Communication Services
Q1 2018 Filed on May 15, 2018
100
$13.26 - $20.75 $1.33K - $2.08K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,313
N/A
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
6,776
N/A
TDC
Teradata Corp

Technology
Q1 2018 Filed on May 15, 2018
124
$35.0 - $42.59 $4.34K - $5.28K
Sl Green Rlty Corp
Q1 2018 Filed on May 15, 2018
120
N/A
SCWX
Secure Works Corp

Technology
Q1 2018 Filed on May 15, 2018
500
$8.08 - $10.25 $4.04K - $5.13K
SJR
Shaw Communications Inc

Communication Services
Q1 2018 Filed on May 15, 2018
3,000
$18.6 - $23.1 $55.8K - $69.3K
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
543
N/A
Powershares ETF Trust Ii
Q1 2018 Filed on May 15, 2018
1,189
N/A
Sanofi
Q1 2018 Filed on May 15, 2018
375
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2018 Filed on May 15, 2018
300
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2018 Filed on May 15, 2018
1,650
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,087
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,134
$74.84 - $85.46 $84.9K - $96.9K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q1 2018 Filed on May 15, 2018
1,750
N/A
Spdr Series Trust
Q1 2018 Filed on May 15, 2018
664
N/A
Rydex ETF Trust
Q1 2018 Filed on May 15, 2018
1,200
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2018 Filed on May 15, 2018
156
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
31
$15.96 - $19.09 $495 - $592
SJT
San Juan Basin Royalty Trust

Energy
Q1 2018 Filed on May 15, 2018
3,050
$7.9 - $10.16 $24.1K - $31K
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on May 15, 2018
81
$150.46 - $172.42 $12.2K - $14K
Tech Data Corp
Q1 2018 Filed on May 15, 2018
100
N/A
Wgl Hldgs Inc
Q1 2018 Filed on May 15, 2018
50
N/A
Blackrock Muniyld Invst Qlty
Q1 2018 Filed on May 15, 2018
4,000
N/A
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email