Bellwether Investment Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-281	Closed	-$22K	–	240
2017 Q1	$22K	Sell	281 -10	-3%	-$783	0.06%	280
2016 Q4	$20K	Buy	+291	New	+$20K	0.02%	454