Evercore Wealth Management’s Assured Guaranty AGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-706	Closed	-$24K	–	361
2017 Q4	$24K	Hold	706	–	–	﹤0.01%	697
2017 Q3	$27K	Hold	706	–	–	﹤0.01%	652
2017 Q2	$29K	Sell	706 -2,675	-79%	-$105K	﹤0.01%	651
2017 Q1	$125K	Buy	3,381 +2,675	+379%	+$106K	﹤0.01%	436
2016 Q4	$27K	Hold	706	–	–	﹤0.01%	710
2016 Q3	$20K	Hold	706	–	–	﹤0.01%	764
2016 Q2	$18K	Buy	+706	New	+$18.2K	﹤0.01%	770
2014 Q2	–	Sell	-3,450	Closed	-$87K	–	1004
2014 Q1	$87K	Buy	+3,450	New	+$81.6K	﹤0.01%	510

Other funds holding AGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Evercore Wealth Management sold out of Assured Guaranty (AGO) in Q1 2018, closing a stake of 706 shares — an estimated $24K sold.

Evercore Wealth Management first reported a position in AGO in Q1 2014 and held it in 8 quarters. The position peaked at $125K in Q1 2017. 270 funds tracked by Wall St. Rank hold AGO as of Q1 2018.

Evercore Wealth Management reported no remaining Assured Guaranty position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 706 Assured Guaranty shares in Q1 2018, an estimated $24K.
Evercore Wealth Management first reported a position in Assured Guaranty in Q1 2014 and held it in 8 quarters.
Evercore Wealth Management's Assured Guaranty position peaked at $125K in Q1 2017.
270 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2018.

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