Evercore Trust Company, N.A. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Evercore Trust Company, N.A. opened 30 positions, added to 50, reduced 238 and sold out of 13.
- Q3 2016: Stock T; Country of operation United States; Class COM; Shares before 202,392,250.
- Q3 2016: Stock WDC; Country of operation United States; Class COM; Shares before 813,414.
- Q3 2016: Stock BSX; Country of operation United States; Class COM; Shares before 12,352,333.
- Q3 2016: Stock CSWC; Country of operation United States; Class COM; Shares before 770,361.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1466052), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-03-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2016-02-08); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2009-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | T
AT&T INC | United States | COM | 202,392,250 | 202,926,888 | +534,638 | $8,745,369,000 | $8,240,861,000 | -$504,508,000 | 2016-11-10 |
|---|
| Q3 2016 | WDC
WESTERN DIGITAL CORP | United States | COM | 813,414 | 818,637 | +5,223 | $38,442,000 | $47,866,000 | +$9,424,000 | 2016-11-10 |
|---|
| Q3 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 12,352,333 | 12,385,712 | +33,379 | $288,674,000 | $294,780,000 | +$6,106,000 | 2016-11-10 |
|---|
| Q3 2016 | CSWC
CAPITAL SOUTHWEST CORP | United States | COM | 770,361 | 781,003 | +10,642 | $10,531,000 | $11,481,000 | +$950,000 | 2016-11-10 |
|---|
| Q2 2016 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 3,856,216 | 4,068,735 | +212,519 | $127,178,000 | $104,404,000 | -$22,774,000 | 2016-08-10 |
|---|
| Q2 2016 | WHR
WHIRLPOOL CORP | United States | COM | 1,462,544 | 1,467,654 | +5,110 | $263,755,000 | $244,570,000 | -$19,185,000 | 2016-08-10 |
|---|
| Q2 2016 | BBY
BEST BUY INC | United States | COM | 3,670,872 | 3,680,533 | +9,661 | $119,083,000 | $112,624,000 | -$6,459,000 | 2016-08-10 |
|---|
| Q2 2016 | HUM
HUMANA INC | United States | COM | 2,495,240 | 2,570,366 | +75,126 | $456,504,000 | $462,357,000 | +$5,853,000 | 2016-08-10 |
|---|
| Q2 2016 | WDC
WESTERN DIGITAL CORP | United States | COM | 767,306 | 813,414 | +46,108 | $36,248,000 | $38,442,000 | +$2,194,000 | 2016-08-10 |
|---|
| Q2 2016 | GNW
GENWORTH FINL INC | United States | COM CL A | 2,443,436 | 2,515,463 | +72,027 | $6,671,000 | $6,490,000 | -$181,000 | 2016-08-10 |
|---|
| Q1 2016 | T
AT&T INC | United States | COM | 202,669,107 | 203,585,171 | +916,064 | $6,973,844,000 | $7,974,431,000 | +$1,000,587,000 | 2016-05-12 |
|---|
| Q1 2016 | BA
BOEING CO | United States | COM | 41,692,653 | 43,049,097 | +1,356,444 | $6,028,341,000 | $5,464,652,000 | -$563,689,000 | 2016-05-12 |
|---|
| Q1 2016 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 218,261,585 | 224,220,368 | +5,958,783 | $3,075,306,000 | $3,026,975,000 | -$48,331,000 | 2016-05-12 |
|---|
| Q1 2016 | HUM
HUMANA INC | United States | COM | 2,475,105 | 2,495,240 | +20,135 | $441,831,000 | $456,504,000 | +$14,673,000 | 2016-05-12 |
|---|
| Q1 2016 | WDC
WESTERN DIGITAL CORP | United States | COM | 732,290 | 767,306 | +35,016 | $43,974,000 | $36,248,000 | -$7,726,000 | 2016-05-12 |
|---|
| Q1 2016 | FCPT
FOUR CORNERS PPTY TR INC | United States | COM | 960,160 | 1,413,098 | +452,938 | $23,197,000 | $25,365,000 | +$2,168,000 | 2016-05-12 |
|---|
| Q1 2016 | GNW
GENWORTH FINL INC | United States | COM CL A | 1,968,865 | 2,443,436 | +474,571 | $7,344,000 | $6,671,000 | -$673,000 | 2016-05-12 |
|---|
| Q1 2016 | WAT
WATERS CORP | United States | COM | 374,660 | 380,729 | +6,069 | $50,422,000 | $50,226,000 | -$196,000 | 2016-05-12 |
|---|
| Q4 2015 | CMCSA
COMCAST CORP NEW | United States | CL A | 7,418,075 | 7,946,510 | +528,435 | $421,940,000 | $448,422,000 | +$26,482,000 | 2016-03-10 |
|---|
| Q4 2015 | ETR
ENTERGY CORP NEW | United States | COM | 6,129,998 | 6,171,249 | +41,251 | $399,063,000 | $421,867,000 | +$22,804,000 | 2016-03-10 |
|---|
| Q4 2015 | WDC
WESTERN DIGITAL CORP | United States | COM | 705,603 | 732,290 | +26,687 | $56,053,000 | $43,974,000 | -$12,079,000 | 2016-03-10 |
|---|
| Q4 2015 | WAT
WATERS CORP | United States | COM | 370,588 | 374,660 | +4,072 | $43,807,000 | $50,422,000 | +$6,615,000 | 2016-03-10 |
|---|
| Q4 2015 | WHR
WHIRLPOOL CORP | United States | COM | 1,432,453 | 1,476,166 | +43,713 | $210,943,000 | $216,805,000 | +$5,862,000 | 2016-03-10 |
|---|
| Q4 2015 | HUM
HUMANA INC | United States | COM | 2,439,358 | 2,475,105 | +35,747 | $436,645,000 | $441,831,000 | +$5,186,000 | 2016-03-10 |
|---|
| Q4 2015 | GNW
GENWORTH FINL INC | United States | COM CL A | 1,778,993 | 1,968,865 | +189,872 | $8,219,000 | $7,344,000 | -$875,000 | 2016-03-10 |
|---|
| Q3 2015 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 217,507,762 | 219,797,431 | +2,289,669 | $3,264,791,000 | $2,982,651,000 | -$282,140,000 | 2016-02-08 |
|---|
| Q3 2015 | WHR
WHIRLPOOL CORP | United States | COM | 1,431,028 | 1,432,453 | +1,425 | $247,639,000 | $210,943,000 | -$36,696,000 | 2016-02-08 |
|---|
| Q3 2015 | BBY
BEST BUY INC | United States | COM | 4,196,800 | 4,346,700 | +149,900 | $136,858,000 | $161,350,000 | +$24,492,000 | 2016-02-08 |
|---|
| Q3 2015 | GNW
GENWORTH FINL INC | United States | COM CL A | 1,608,192 | 1,778,993 | +170,801 | $12,174,000 | $8,219,000 | -$3,955,000 | 2016-02-08 |
|---|
| Q3 2015 | WAT
WATERS CORP | United States | COM | 369,885 | 370,588 | +703 | $47,486,000 | $43,807,000 | -$3,679,000 | 2016-02-08 |
|---|
| Q2 2015 | BA
BOEING CO | United States | COM | 42,515,188 | 43,614,050 | +1,098,862 | $6,380,679,000 | $6,050,141,000 | -$330,538,000 | 2015-08-10 |
|---|
| Q2 2015 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 217,415,088 | 217,507,762 | +92,674 | $3,509,079,000 | $3,264,791,000 | -$244,288,000 | 2015-08-10 |
|---|
| Q2 2015 | WHR
WHIRLPOOL CORP | United States | COM | 1,423,928 | 1,431,028 | +7,100 | $287,719,000 | $247,639,000 | -$40,080,000 | 2015-08-10 |
|---|
| Q1 2015 | MCO
MOODYS CORP | United States | COM | 481,800 | 482,953 | +1,153 | $46,161,000 | $50,131,000 | +$3,970,000 | 2015-04-30 |
|---|
| Q1 2015 | PM
PHILIP MORRIS INTL INC | United States | COM | 875,792 | 915,609 | +39,817 | $71,333,000 | $68,973,000 | -$2,360,000 | 2015-04-30 |
|---|
| Q4 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 219,402,021 | 221,833,358 | +2,431,337 | $3,244,955,000 | $3,438,417,000 | +$193,462,000 | 2015-02-13 |
|---|
| Q4 2014 | BBY
BEST BUY INC | United States | COM | 4,226,702 | 4,456,614 | +229,912 | $141,975,000 | $173,719,000 | +$31,744,000 | 2015-02-13 |
|---|
| Q4 2014 | WDC
WESTERN DIGITAL CORP | United States | COM | 761,552 | 767,081 | +5,529 | $74,114,000 | $84,916,000 | +$10,802,000 | 2015-02-13 |
|---|
| Q3 2014 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 5,171,966 | 5,248,735 | +76,769 | $143,677,000 | $118,543,000 | -$25,134,000 | 2014-11-05 |
|---|
| Q3 2014 | T
AT&T INC | United States | COM | 220,837,000 | 221,232,370 | +395,370 | $7,808,796,000 | $7,796,229,000 | -$12,567,000 | 2014-11-05 |
|---|
| Q2 2014 | BBY
BEST BUY INC | United States | COM | 4,291,888 | 4,377,495 | +85,607 | $113,349,000 | $135,746,000 | +$22,397,000 | 2014-07-23 |
|---|
| Q2 2014 | CL
COLGATE PALMOLIVE CO | United States | COM | 1,679,207 | 1,712,207 | +33,000 | $108,930,000 | $116,738,000 | +$7,808,000 | 2014-07-23 |
|---|
| Q2 2014 | PM
PHILIP MORRIS INTL INC | United States | COM | 904,865 | 914,399 | +9,534 | $74,081,000 | $77,093,000 | +$3,012,000 | 2014-07-23 |
|---|
| Q1 2014 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 226,292,166 | 226,742,224 | +450,058 | $3,491,688,000 | $3,537,179,000 | +$45,491,000 | 2014-05-09 |
|---|
| Q1 2014 | WDC
WESTERN DIGITAL CORP | United States | COM | 766,544 | 780,793 | +14,249 | $64,313,000 | $71,692,000 | +$7,379,000 | 2014-05-09 |
|---|
| Q1 2014 | PM
PHILIP MORRIS INTL INC | United States | COM | 882,749 | 904,865 | +22,116 | $76,914,000 | $74,081,000 | -$2,833,000 | 2014-05-09 |
|---|
| Q1 2014 | WHR
WHIRLPOOL CORP | United States | COM | 1,586,349 | 1,681,674 | +95,325 | $248,835,000 | $251,343,000 | +$2,508,000 | 2014-05-09 |
|---|
| Q4 2013 | BBY
BEST BUY INC | United States | COM | 4,822,114 | 4,892,989 | +70,875 | $180,829,000 | $195,132,000 | +$14,303,000 | 2014-02-07 |
|---|
| Q3 2013 | DTE
DTE ENERGY CO | United States | COM | 459,779 | 1,315,796 | +856,017 | $30,810,000 | $86,816,000 | +$56,006,000 | 2013-10-22 |
|---|
| Q3 2013 | WHR
WHIRLPOOL CORP | United States | COM | 1,690,004 | 1,694,311 | +4,307 | $193,269,000 | $248,115,000 | +$54,846,000 | 2013-10-22 |
|---|
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