Utilities SPDR shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $363k | 9.3k | 39.16 |
| 2012-09-30 | $307k | 8.4k | 36.37 |
| 2012-03-31 | $110k | 3.1k | 35.08 |
| 2011-12-31 | $358k | 10k | 35.96 |
| 2011-06-30 | $3.0k | 100 | 30.00 |
| 2011-03-31 | $3.0k | 100 | 30.00 |
| 2010-12-31 | $3.0k | 100 | 30.00 |
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