Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Anaptysbio Inc
Q2 2018 Filed on Aug 14, 2018
2,869
N/A
Leucadia Natl Corp
Q2 2018 Filed on Aug 14, 2018
9,333
N/A
Duff & Phelps Util Corp Bd T
Q1 2018 Filed on May 15, 2018
500
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2018 Filed on May 15, 2018
1,688
$9.95 - $10.88 $16.8K - $18.4K
Wpx Energy Inc
Q1 2018 Filed on May 15, 2018
499
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,313
N/A
Enbridge Energy Management L
Q1 2018 Filed on May 15, 2018
1
N/A
DYNT
Dynatronics Corp

Healthcare
Q1 2018 Filed on May 15, 2018
1,257,638
$2.55 - $3.25 $3.21M - $4.09M
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
74
$217.81 - $243.67 $16.1K - $18K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2018 Filed on May 15, 2018
4,778
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2018 Filed on May 15, 2018
1,491
N/A
Sanofi
Q1 2018 Filed on May 15, 2018
375
N/A
SJT
San Juan Basin Royalty Trust

Energy
Q1 2018 Filed on May 15, 2018
3,050
$7.9 - $10.16 $24.1K - $31K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
31
$15.96 - $19.09 $495 - $592
Rydex ETF Trust
Q1 2018 Filed on May 15, 2018
1,200
N/A
Estre Ambiental Inc
Q1 2018 Filed on May 15, 2018
1,300
N/A
Seadrill Limited
Q1 2018 Filed on May 15, 2018
140
N/A
DENN
Denny'S Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
2,300
$13.51 - $16.15 $31.1K - $37.1K
SCWX
Secure Works Corp

Technology
Q1 2018 Filed on May 15, 2018
500
$8.08 - $10.25 $4.04K - $5.13K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2018 Filed on May 15, 2018
156
N/A
Aqua America Inc
Q1 2018 Filed on May 15, 2018
2,330
N/A
ALV
Autoliv Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
250
$92.12 - $109.66 $23K - $27.4K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$13.34 - $14.45 $40K - $43.4K
Spark Therapeutics Inc
Q1 2018 Filed on May 15, 2018
2,700
N/A
Blackrock Muniyld Invst Qlty
Q1 2018 Filed on May 15, 2018
4,000
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
1,000
$42.02 - $47.7 $42K - $47.7K
SNAP
Snap Inc

Communication Services
Q1 2018 Filed on May 15, 2018
100
$13.26 - $20.75 $1.33K - $2.08K
Cloudera Inc
Q1 2018 Filed on May 15, 2018
1,192
N/A
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
500
$71.96 - $79.16 $36K - $39.6K
Sl Green Rlty Corp
Q1 2018 Filed on May 15, 2018
120
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on May 15, 2018
81
$150.46 - $172.42 $12.2K - $14K
CLR
Continental Resources, Inc

Energy
Q1 2018 Filed on May 15, 2018
500
$47.51 - $58.95 $23.8K - $29.5K
SJR
Shaw Communications Inc

Communication Services
Q1 2018 Filed on May 15, 2018
3,000
$18.6 - $23.1 $55.8K - $69.3K
Delphi Technologies PLC
Q1 2018 Filed on May 15, 2018
329
N/A
RHI
Robert Half International Inc.

Industrials
Q1 2018 Filed on May 15, 2018
100
$52.26 - $60.51 $5.23K - $6.05K
Estre Ambiental Inc
Q1 2018 Filed on May 15, 2018
2,600
N/A
PRLB
Proto Labs Inc

Industrials
Q1 2018 Filed on May 15, 2018
65
$103.85 - $125.9 $6.75K - $8.18K
Priceline Grp Inc
Q1 2018 Filed on May 15, 2018
258
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
PBH
Prestige Consumer Healthcare Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
50
$32.94 - $46.03 $1.65K - $2.3K
TMST
Timken Steel Corp

Basic Materials
Q1 2018 Filed on May 15, 2018
1,750
$14.53 - $19.73 $25.4K - $34.5K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
315
$59.38 - $82.39 $18.7K - $26K
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2018 Filed on May 15, 2018
1,000
$14.21 - $16.09 $14.2K - $16.1K
OLED
Universal Display Corp Pa

Technology
Q1 2018 Filed on May 15, 2018
325
$99.6 - $205.6 $32.4K - $66.8K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2018 Filed on May 15, 2018
20
N/A
Powershares ETF Trust Ii
Q1 2018 Filed on May 15, 2018
1,189
N/A
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
543
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
250
$162.0 - $200.6 $40.5K - $50.2K
VOX
Vanguard Communication Service

ETFs
Q1 2018 Filed on May 15, 2018
75
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