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
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
6,776
N/A
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
1,500
N/A
TKR
Timken CO

Industrials
Q1 2018 Filed on May 15, 2018
750
$43.15 - $55.5 $32.4K - $41.6K
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
2,500
$33.68 - $40.19 $84.2K - $100K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q1 2018 Filed on May 15, 2018
3,363
$6.96 - $7.43 $23.4K - $25K
RH
Rh

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
150
$75.31 - $104.56 $11.3K - $15.7K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2018 Filed on May 15, 2018
350
$146.45 - $163.98 $51.3K - $57.4K
Regal Entmt Group
Q1 2018 Filed on May 15, 2018
800
N/A
RDFN
Redfin Corp

Real Estate
Q1 2018 Filed on May 15, 2018
900
$19.66 - $31.07 $17.7K - $28K
FAST
Fastenal CO

Industrials
Q1 2018 Filed on May 15, 2018
1,355
$26.03 - $29.18 $35.3K - $39.5K
IMAX
Imax Corp

Communication Services
Q1 2018 Filed on May 15, 2018
500
$19.0 - $23.65 $9.5K - $11.8K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
2,000
$27.37 - $31.17 $54.7K - $62.3K
VKQ
Invesco Municipal Trust

Financial Services
Q1 2018 Filed on May 15, 2018
2,000
$11.56 - $12.66 $23.1K - $25.3K
IEZ
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
87,140
N/A
LENB
Lennar Corporation Cl B
Q1 2018 Filed on May 15, 2018
24
N/A
Mylan N V
Q1 2018 Filed on May 15, 2018
400
N/A
NTUS
Natus Medical Inc

Healthcare
Q1 2018 Filed on May 15, 2018
1,000
$28.15 - $38.0 $28.2K - $38K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
2,500
$12.36 - $13.24 $30.9K - $33.1K
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
700
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
1,000
$49.5 - $60.93 $49.5K - $60.9K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2018 Filed on May 15, 2018
189
N/A
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
984
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
178
$12.92 - $18.41 $2.3K - $3.28K
Ultimate Software Group Inc
Q1 2018 Filed on May 15, 2018
41
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on May 15, 2018
1,552
$65.15 - $77.32 $101K - $120K
UBS
Ubs Group Ag

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$17.24 - $20.89 $51.7K - $62.7K
Ubs Ag Jersey Brh
Q1 2018 Filed on May 15, 2018
3,000
N/A
WPC
W. P. Carey Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
800
$59.24 - $68.47 $47.4K - $54.8K
WCN
Waste Connections, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
294
$65.6 - $73.87 $19.3K - $21.7K
WAT
Waters Corp

Healthcare
Q1 2018 Filed on May 15, 2018
275
$191.79 - $218.7 $52.7K - $60.1K
Weingarten Rlty Invs
Q1 2018 Filed on May 15, 2018
3,000
N/A
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
313
$15.33 - $19.42 $4.8K - $6.08K
TRU
Trans Union

Industrials
Q1 2018 Filed on May 15, 2018
425
$54.73 - $61.35 $23.3K - $26.1K
RIG
Transocean Ltd.

Energy
Q1 2018 Filed on May 15, 2018
300
$9.01 - $12.2 $2.7K - $3.66K
Transcanada Corp
Q1 2018 Filed on May 15, 2018
450
N/A
WEN
Wendy'S CO

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
3,000
$15.3 - $17.55 $45.9K - $52.7K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
1,500
$62.98 - $78.4 $94.5K - $118K
Viacom Inc New
Q1 2018 Filed on May 15, 2018
182
N/A
UTL
Unitil Corp

Utilities
Q1 2018 Filed on May 15, 2018
500
$42.04 - $46.82 $21K - $23.4K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2018 Filed on May 15, 2018
516
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2018 Filed on May 15, 2018
458
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2018 Filed on May 15, 2018
644
N/A
MGV
Vanguard Mega Cap Value

ETFs
Q1 2018 Filed on May 15, 2018
1,527
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2018 Filed on May 15, 2018
720
N/A
VDE
Vanguard Energy ETF

ETFs
Q1 2018 Filed on May 15, 2018
250
N/A
Vectren Corp
Q1 2018 Filed on May 15, 2018
400
N/A
VECO
Veeco Instruments Inc

Technology
Q1 2018 Filed on May 15, 2018
53
$14.15 - $20.25 $750 - $1.07K
VEEV
Veeva Systems Inc

Healthcare
Q1 2018 Filed on May 15, 2018
89
$54.32 - $77.88 $4.83K - $6.93K
VVV
Valvoline Inc

Energy
Q1 2018 Filed on May 15, 2018
3,198
$21.76 - $25.4 $69.6K - $81.2K
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