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
CPB
Campbell Soup CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
1,000
$42.02 - $47.7 $42K - $47.7K
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
CLR
Continental Resources, Inc

Energy
Q1 2018 Filed on May 15, 2018
500
$47.51 - $58.95 $23.8K - $29.5K
Delphi Technologies PLC
Q1 2018 Filed on May 15, 2018
329
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
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
Duff & Phelps Util Corp Bd T
Q1 2018 Filed on May 15, 2018
500
N/A
BLE
Blackrock Municipal Income Trust Ii

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$13.34 - $14.45 $40K - $43.4K
ALV
Autoliv Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
250
$92.12 - $109.66 $23K - $27.4K
Aqua America Inc
Q1 2018 Filed on May 15, 2018
2,330
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
141
$151.17 - $185.97 $21.3K - $26.2K
Williams Partners L P New
Q1 2018 Filed on May 15, 2018
2,166
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2018 Filed on May 15, 2018
78
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2018 Filed on May 15, 2018
4,749
N/A
Wpx Energy Inc
Q1 2018 Filed on May 15, 2018
499
N/A
Xerox Corp
Q1 2018 Filed on May 15, 2018
500
N/A
ZUMZ
Zumiez Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,000
$18.95 - $24.65 $19K - $24.7K
ATI
Allegheny Technologies Inc

Industrials
Q1 2018 Filed on May 15, 2018
2,075
$22.79 - $29.77 $47.3K - $61.8K
DYNT
Dynatronics Corp

Healthcare
Q1 2018 Filed on May 15, 2018
1,257,638
$2.55 - $3.25 $3.21M - $4.09M
Enbridge Energy Management L
Q1 2018 Filed on May 15, 2018
1
N/A
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
2,500
$33.68 - $40.19 $84.2K - $100K
TKR
Timken CO

Industrials
Q1 2018 Filed on May 15, 2018
750
$43.15 - $55.5 $32.4K - $41.6K
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
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
Powershares ETF Trust
Q1 2018 Filed on May 15, 2018
700
N/A
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
NTUS
Natus Medical Inc

Healthcare
Q1 2018 Filed on May 15, 2018
1,000
$28.15 - $38.0 $28.2K - $38K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
74
$217.81 - $243.67 $16.1K - $18K
Estre Ambiental Inc
Q1 2018 Filed on May 15, 2018
1,300
N/A
Estre Ambiental Inc
Q1 2018 Filed on May 15, 2018
2,600
N/A
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
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
XPO
Xpo Logistics, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
1,000
$49.5 - $60.93 $49.5K - $60.9K
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$21.48 - $24.59 $64.4K - $73.8K
Ubs Ag Jersey Brh
Q1 2018 Filed on May 15, 2018
3,000
N/A
UBS
Ubs Group Ag

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$17.24 - $20.89 $51.7K - $62.7K
Ultimate Software Group Inc
Q1 2018 Filed on May 15, 2018
41
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
178
$12.92 - $18.41 $2.3K - $3.28K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
984
N/A
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