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
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
4,969
N/A
KOPN
Kopin Corp

Technology
Q4 2019 Filed on Feb 13, 2020
21,300
$0.37 - $0.7 $7.88K - $14.9K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Nov 14, 2019
8,665
$66.92 - $75.23 $580K - $652K
DXGE
Wisdomtree Germany Hedged Equi

ETFs
Q3 2019 Filed on Nov 14, 2019
7,000
N/A
Red Hat Inc
Q3 2019 Filed on Nov 14, 2019
1,190
N/A
NGVT
Ingevity Corp

Basic Materials
Q3 2019 Filed on Nov 14, 2019
2,102
$73.16 - $107.57 $154K - $226K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q3 2019 Filed on Nov 14, 2019
4,500
$50.31 - $50.99 $226K - $229K
FUL
Fuller H B CO

Basic Materials
Q3 2019 Filed on Nov 14, 2019
5,400
$40.05 - $49.93 $216K - $270K
RY
Royal Bank Of Canada

Financial Services
Q3 2019 Filed on Nov 14, 2019
9,211
$73.46 - $81.31 $677K - $749K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q3 2019 Filed on Nov 14, 2019
11,202
$45.78 - $46.76 $513K - $524K
Harris Corp Del
Q3 2019 Filed on Nov 14, 2019
1,494
N/A
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Nov 14, 2019
14,352
$11.53 - $14.25 $165K - $205K
TUSK
Mammoth Energy Services, Inc.

Industrials
Q3 2019 Filed on Nov 14, 2019
35,000
$2.48 - $7.79 $86.8K - $273K
AMWD
American Woodmark Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
19,304
$71.73 - $90.1 $1.38M - $1.74M
Blackstone Group L P
Q3 2019 Filed on Nov 14, 2019
1,732,997
N/A
Apollo Global Mgmt LLC
Q3 2019 Filed on Nov 14, 2019
19,565
N/A
AZTA
Azenta, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
11,260
$30.18 - $41.75 $340K - $470K
CLX
Clorox CO

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
1,384
$150.23 - $166.33 $208K - $230K
BCE
Bce Inc

Communication Services
Q3 2019 Filed on Nov 14, 2019
22,272
$45.11 - $48.67 $1M - $1.08M
USDP
Usd Partners LP

Industrials
Q3 2019 Filed on Nov 14, 2019
25,000
$9.48 - $11.92 $237K - $298K
ECC
Eagle Point Credit CO Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
33,600
$14.96 - $19.38 $503K - $651K
Eaton Vance Corp
Q3 2019 Filed on Nov 14, 2019
8,083
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q3 2019 Filed on Nov 14, 2019
5,306
$36.86 - $41.91 $196K - $222K
Anadarko Pete Corp
Q3 2019 Filed on Nov 14, 2019
6,400
N/A
Altaba Inc
Q3 2019 Filed on Nov 14, 2019
3,600
N/A
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2019 Filed on Nov 14, 2019
2,800
$71.04 - $86.24 $199K - $241K
PRU
Prudential Financial Inc

Financial Services
Q3 2019 Filed on Nov 14, 2019
3,270
$78.29 - $103.27 $256K - $338K
PBF
Pbf Energy Inc.

Energy
Q3 2019 Filed on Nov 14, 2019
11,314
$21.54 - $30.47 $244K - $345K
Dowdupont Inc
Q2 2019 Filed on Aug 13, 2019
54,841
N/A
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2019 Filed on Aug 13, 2019
6,667
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
10,113
$20.43 - $25.99 $207K - $263K
Apache Corp
Q2 2019 Filed on Aug 13, 2019
6,891
N/A
AER
Aer Cap Holdings N.V.

Industrials
Q2 2019 Filed on Aug 13, 2019
35,000
$44.82 - $52.01 $1.57M - $1.82M
EXC
Exelon Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
4,108
$33.92 - $36.34 $139K - $149K
Liqtech International Inc
Q2 2019 Filed on Aug 13, 2019
100,000
N/A
HAL
Halliburton CO

Energy
Q2 2019 Filed on Aug 13, 2019
13,002
$21.07 - $31.81 $274K - $414K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2019 Filed on Aug 13, 2019
26,951
N/A
Transmontaigne Partners L P
Q1 2019 Filed on May 14, 2019
15,000
N/A
WBT
Welbilt, Inc.

Industrials
Q1 2019 Filed on May 14, 2019
123,951
$10.99 - $16.38 $1.36M - $2.03M
Essendant Inc
Q1 2019 Filed on May 14, 2019
53,760
N/A
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q1 2019 Filed on May 14, 2019
12,306
$9.88 - $11.66 $122K - $143K
Vocera Communications Inc
Q1 2019 Filed on May 14, 2019
6,824
N/A
Sandridge Permian Tr
Q1 2019 Filed on May 14, 2019
12,000
N/A
AAL
American Airlines Group Inc.

Industrials
Q1 2019 Filed on May 14, 2019
6,843
$30.06 - $36.93 $206K - $253K
Athenahealth Inc
Q1 2019 Filed on May 14, 2019
1,750
N/A
NTAP
Net App, Inc.

Technology
Q1 2019 Filed on May 14, 2019
3,661
$57.48 - $69.51 $210K - $254K
Steris PLC
Q1 2019 Filed on May 14, 2019
2,500
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2018 Filed on Feb 13, 2019
10,700
$12.27 - $16.85 $131K - $180K
Sprint Corp
Q4 2018 Filed on Feb 13, 2019
19,508
N/A
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