Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Valeant Pharmaceuticals Intl
Q1 2018 Filed on May 15, 2018
300
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on May 15, 2018
1,552
$65.15 - $77.32 $101K - $120K
Transcanada Corp
Q1 2018 Filed on May 15, 2018
450
N/A
TD
Toronto Dominion Bank

Financial Services
Q1 2018 Filed on May 15, 2018
649
$56.1 - $60.81 $36.4K - $39.5K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2018 Filed on May 15, 2018
4,749
N/A
TRGP
Targa Resources Corp.

Energy
Q1 2018 Filed on May 15, 2018
724
$43.74 - $51.44 $31.7K - $37.2K
Wyndham Worldwide Corp
Q1 2018 Filed on May 15, 2018
44
N/A
Xerox Corp
Q1 2018 Filed on May 15, 2018
500
N/A
Symantec 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
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
600
$150.84 - $175.91 $90.5K - $106K
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
Spectrum Brands Hldgs Inc
Q1 2018 Filed on May 15, 2018
829
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2018 Filed on May 15, 2018
300
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,087
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q1 2018 Filed on May 15, 2018
1,750
N/A
Tc Pipelines LP
Q1 2018 Filed on May 15, 2018
420
N/A
Tcf Finl Corp
Q1 2018 Filed on May 15, 2018
7,500
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2018 Filed on May 15, 2018
78
N/A
Western Gas Partners LP
Q1 2018 Filed on May 15, 2018
2,000
N/A
WLK
Westlake Corp

Basic Materials
Q1 2018 Filed on May 15, 2018
515
$102.09 - $119.95 $52.6K - $61.8K
TTC
Toro CO

Industrials
Q1 2018 Filed on May 15, 2018
1,212
$59.78 - $67.33 $72.5K - $81.6K
Time Warner Inc
Q1 2018 Filed on May 15, 2018
2,101
N/A
Time Inc New
Q1 2018 Filed on May 15, 2018
10
N/A
Wgl Hldgs Inc
Q1 2018 Filed on May 15, 2018
50
N/A
Thomson Reuters Corp
Q1 2018 Filed on May 15, 2018
95
N/A
Terra Nitrogen CO L P
Q1 2018 Filed on May 15, 2018
575
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
141
$151.17 - $185.97 $21.3K - $26.2K
TDC
Teradata Corp

Technology
Q1 2018 Filed on May 15, 2018
124
$35.0 - $42.59 $4.34K - $5.28K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
396
$52.09 - $64.69 $20.6K - $25.6K
THC
Tenet Healthcare Corp

Healthcare
Q1 2018 Filed on May 15, 2018
65
$14.77 - $25.12 $960 - $1.63K
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2018 Filed on May 15, 2018
3,000
$21.48 - $24.59 $64.4K - $73.8K
Tech Data Corp
Q1 2018 Filed on May 15, 2018
100
N/A
Williams Partners L P New
Q1 2018 Filed on May 15, 2018
2,166
N/A
Spdr Series Trust
Q1 2018 Filed on May 15, 2018
664
N/A
Powershares ETF Tr Ii
Q1 2018 Filed on May 15, 2018
2,465
N/A
CTRN
Citi Trends Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,000
$21.61 - $31.05 $21.6K - $31.1K
Dunkin Brands Group Inc
Q1 2018 Filed on May 15, 2018
500
N/A
DXC
Dxc Technology CO

Technology
Q1 2018 Filed on May 15, 2018
257
$79.52 - $92.83 $20.4K - $23.9K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2018 Filed on May 15, 2018
3,213
$11.69 - $12.57 $37.6K - $40.4K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
5,299
$21.54 - $24.17 $114K - $128K
EPPRC
El Paso Enr Cp Tsti 4.75%
Q1 2018 Filed on May 15, 2018
896
N/A
ESLT
Elbit Systems LTD

Industrials
Q1 2018 Filed on May 15, 2018
104
$119.51 - $149.79 $12.4K - $15.6K
EA
Electronic Arts Inc.

Communication Services
Q1 2018 Filed on May 15, 2018
130
$107.19 - $129.12 $13.9K - $16.8K
Encana Corp
Q1 2018 Filed on May 15, 2018
5,000
N/A
ERF
Enerplus Corp

Energy
Q1 2018 Filed on May 15, 2018
1,400
$9.97 - $12.05 $14K - $16.9K
EQT
Eqt Corp

Energy
Q1 2018 Filed on May 15, 2018
1,700
$24.89 - $32.1 $42.3K - $54.6K
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