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
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
1,500
$62.98 - $78.4 $94.5K - $118K
UTL
Unitil Corp

Utilities
Q1 2018 Filed on May 15, 2018
500
$42.04 - $46.82 $21K - $23.4K
UVV
Universal Corp

Consumer Defensive
Q1 2018 Filed on May 15, 2018
529
$46.35 - $52.8 $24.5K - $27.9K
UE
Urban Edge Properties

Real Estate
Q1 2018 Filed on May 15, 2018
776
$20.45 - $25.59 $15.9K - $19.9K
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
THC
Tenet Healthcare Corp

Healthcare
Q1 2018 Filed on May 15, 2018
65
$14.77 - $25.12 $960 - $1.63K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
396
$52.09 - $64.69 $20.6K - $25.6K
Terra Nitrogen CO L P
Q1 2018 Filed on May 15, 2018
575
N/A
Thomson Reuters Corp
Q1 2018 Filed on May 15, 2018
95
N/A
Time Inc New
Q1 2018 Filed on May 15, 2018
10
N/A
Time Warner Inc
Q1 2018 Filed on May 15, 2018
2,101
N/A
TTC
Toro CO

Industrials
Q1 2018 Filed on May 15, 2018
1,212
$59.78 - $67.33 $72.5K - $81.6K
TD
Toronto Dominion Bank

Financial Services
Q1 2018 Filed on May 15, 2018
649
$56.1 - $60.81 $36.4K - $39.5K
Transcanada Corp
Q1 2018 Filed on May 15, 2018
450
N/A
VMI
Valmont Industries Inc

Industrials
Q1 2018 Filed on May 15, 2018
125
$142.7 - $171.1 $17.8K - $21.4K
Viacom Inc New
Q1 2018 Filed on May 15, 2018
182
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on May 15, 2018
1,552
$65.15 - $77.32 $101K - $120K
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
WEN
Wendy'S CO

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
3,000
$15.3 - $17.55 $45.9K - $52.7K
WDC
Western Digital Corp

Technology
Q1 2018 Filed on May 15, 2018
4,060
$80.09 - $106.45 $325K - $432K
Western Gas Partners LP
Q1 2018 Filed on May 15, 2018
2,000
N/A
Versum Matls Inc
Q1 2018 Filed on May 15, 2018
544
N/A
VEEV
Veeva Systems Inc

Healthcare
Q1 2018 Filed on May 15, 2018
89
$54.32 - $77.88 $4.83K - $6.93K
VECO
Veeco Instruments Inc

Technology
Q1 2018 Filed on May 15, 2018
53
$14.15 - $20.25 $750 - $1.07K
VVV
Valvoline Inc

Energy
Q1 2018 Filed on May 15, 2018
3,198
$21.76 - $25.4 $69.6K - $81.2K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2018 Filed on May 15, 2018
720
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2018 Filed on May 15, 2018
644
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2018 Filed on May 15, 2018
458
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2018 Filed on May 15, 2018
516
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2018 Filed on May 15, 2018
189
N/A
MGV
Vanguard Mega Cap Value

ETFs
Q1 2018 Filed on May 15, 2018
1,527
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
WLK
Westlake Corp

Basic Materials
Q1 2018 Filed on May 15, 2018
515
$102.09 - $119.95 $52.6K - $61.8K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2018 Filed on May 15, 2018
1,109
$41.27 - $47.87 $45.8K - $53.1K
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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