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
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
ESE
Esco Technologies Inc

Technology
Q1 2018 Filed on May 15, 2018
250
$57.65 - $66.35 $14.4K - $16.6K
EURN
Euronav Nv

Energy
Q1 2018 Filed on May 15, 2018
187
$7.65 - $9.55 $1.43K - $1.79K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
575
$77.56 - $88.19 $44.6K - $50.7K
Federal Realty Invt Tr
Q1 2018 Filed on May 15, 2018
200
N/A
FSLR
First Solar, Inc.

Technology
Q1 2018 Filed on May 15, 2018
166
$60.69 - $76.27 $10.1K - $12.7K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2018 Filed on May 15, 2018
1,000
N/A
Dunkin Brands Group Inc
Q1 2018 Filed on May 15, 2018
500
N/A
DTE
Dte Energy CO

Utilities
Q1 2018 Filed on May 15, 2018
460
$83.82 - $92.3 $38.6K - $42.5K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2018 Filed on May 15, 2018
200
$6.45 - $8.81 $1.29K - $1.76K
CMA
Comerica Inc

Financial Services
Q1 2018 Filed on May 15, 2018
526
$86.54 - $102.21 $45.5K - $53.8K
CBSH
Commerce Bancshares Inc

Financial Services
Q1 2018 Filed on May 15, 2018
213
$48.08 - $53.12 $10.2K - $11.3K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2018 Filed on May 15, 2018
2,000
$35.34 - $38.5 $70.7K - $77K
CNDT
Conduent Inc

Technology
Q1 2018 Filed on May 15, 2018
600
$15.39 - $20.01 $9.23K - $12K
CSGP
Costar Group, Inc.

Real Estate
Q1 2018 Filed on May 15, 2018
31
$29.68 - $37.58 $920 - $1.16K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
200
$153.54 - $178.0 $30.7K - $35.6K
CEQP
Crestwood Equity Partners LP

Energy
Q1 2018 Filed on May 15, 2018
137
$25.3 - $28.8 $3.47K - $3.95K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
214
$94.76 - $110.67 $20.3K - $23.7K
CUBI
Customers Bancorp, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
3,200
$26.65 - $31.95 $85.3K - $102K
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
2,598
$49.95 - $68.3 $130K - $177K
DFS
Discover Financial Services

Financial Services
Q1 2018 Filed on May 15, 2018
1,490
$70.07 - $81.31 $104K - $121K
Diversicare Healthcare Svcs
Q1 2018 Filed on May 15, 2018
5,000
N/A
DCI
Donaldson CO Inc

Industrials
Q1 2018 Filed on May 15, 2018
1,900
$43.71 - $52.18 $83K - $99.1K
First Tr Exchange Traded Fd
Q1 2018 Filed on May 15, 2018
400
N/A
First Tr Value Line 100 ETF
Q1 2018 Filed on May 15, 2018
500
N/A
FE
Firstenergy Corp

Utilities
Q1 2018 Filed on May 15, 2018
566
$29.4 - $34.53 $16.6K - $19.5K
GPRO
Go Pro, Inc.

Technology
Q1 2018 Filed on May 15, 2018
307
$4.58 - $7.57 $1.41K - $2.32K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q1 2018 Filed on May 15, 2018
319
$87.2 - $107.96 $27.8K - $34.4K
Groupe Cgi Inc
Q1 2018 Filed on May 15, 2018
144
N/A
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
200
$21.26 - $23.81 $4.25K - $4.76K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
450
$41.44 - $55.95 $18.6K - $25.2K
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2018 Filed on May 15, 2018
1,000
$31.73 - $35.57 $31.7K - $35.6K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2018 Filed on May 15, 2018
81
$84.96 - $103.9 $6.88K - $8.42K
HCI
Hci Group, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
400
$30.94 - $41.81 $12.4K - $16.7K
HCSG
Healthcare Services Group Inc

Healthcare
Q1 2018 Filed on May 15, 2018
320
$42.05 - $56.01 $13.5K - $17.9K
HEI
Heico Corp

Industrials
Q1 2018 Filed on May 15, 2018
113
$59.7 - $72.45 $6.75K - $8.19K
HP
Helmerich & Payne, Inc.

Energy
Q1 2018 Filed on May 15, 2018
101
$62.64 - $74.33 $6.33K - $7.51K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2018 Filed on May 15, 2018
171
$114.37 - $126.53 $19.6K - $21.6K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q1 2018 Filed on May 15, 2018
319
$34.42 - $49.99 $11K - $15.9K
HES
Hess Corp

Energy
Q1 2018 Filed on May 15, 2018
938
$42.12 - $54.72 $39.5K - $51.3K
HXL
Hexcel Corp

Industrials
Q1 2018 Filed on May 15, 2018
173
$61.67 - $69.08 $10.7K - $12K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,278
$26.36 - $35.76 $33.7K - $45.7K
Goldcorp Inc New
Q1 2018 Filed on May 15, 2018
2,355
N/A
FLT
Fleetcor Technologies Inc

Technology
Q1 2018 Filed on May 15, 2018
300
$189.92 - $212.5 $57K - $63.8K
FLEX
Flex Ltd.

Technology
Q1 2018 Filed on May 15, 2018
846
$16.31 - $19.61 $13.8K - $16.6K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2018 Filed on May 15, 2018
2,808
$18.49 - $21.86 $51.9K - $61.4K
FLS
Flowserve Corp

Industrials
Q1 2018 Filed on May 15, 2018
1,443
$40.36 - $45.59 $58.2K - $65.8K
FLR
Fluor Corp

Industrials
Q1 2018 Filed on May 15, 2018
228
$52.33 - $61.61 $11.9K - $14K
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