Evercore Wealth Management’s AllianceBernstein AB Stock Holding History

Evercore Wealth Management’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$25K	–	352
2017 Q4	$25K	Hold	1,000	–	–	﹤0.01%	686
2017 Q3	$24K	Hold	1,000	–	–	﹤0.01%	677
2017 Q2	$24K	Hold	1,000	–	–	﹤0.01%	686
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	731
2016 Q4	$23K	Hold	1,000	–	–	﹤0.01%	731
2016 Q3	$23K	Hold	1,000	–	–	﹤0.01%	749
2016 Q2	$23K	Hold	1,000	–	–	﹤0.01%	725
2016 Q1	$23K	Hold	1,000	–	–	﹤0.01%	694
2015 Q4	$24K	Hold	1,000	–	–	﹤0.01%	729
2015 Q3	$27K	Hold	1,000	–	–	﹤0.01%	681
2015 Q2	$30K	Hold	1,000	–	–	﹤0.01%	717
2015 Q1	$31K	Hold	1,000	–	–	﹤0.01%	705
2014 Q4	$26K	Hold	1,000	–	–	﹤0.01%	629
2014 Q3	$26K	Sell	1,000 -1,000	-50%	-$26.7K	﹤0.01%	698
2014 Q2	$52K	Hold	2,000	–	–	﹤0.01%	607
2014 Q1	$50K	Buy	+2,000	New	+$46.9K	﹤0.01%	594

Other funds holding AB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Evercore Wealth Management's AB Position: Q1 2018 in Review

Evercore Wealth Management sold out of AllianceBernstein (AB) in Q1 2018, closing a stake of 1,000 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in AB in Q1 2014 and held it in 16 quarters. The position peaked at $52K in Q2 2014. 174 funds tracked by Wall St. Rank hold AB as of Q1 2018.

Evercore Wealth Management reported no remaining AllianceBernstein position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 AllianceBernstein shares in Q1 2018, an estimated $25K.
Evercore Wealth Management first reported a position in AllianceBernstein in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's AllianceBernstein position peaked at $52K in Q2 2014.
174 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.