Evercore Wealth Management’s American International AIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,498
Closed -$89K 362
2017
Q4
$89K Sell
1,498
-87
-5% -$5.34K ﹤0.01% 488
2017
Q3
$97K Sell
1,585
-55
-3% -$3.43K ﹤0.01% 468
2017
Q2
$103K Sell
1,640
-198
-11% -$12.3K ﹤0.01% 464
2017
Q1
$115K Sell
1,838
-589
-24% -$37.8K ﹤0.01% 453
2016
Q4
$159K Sell
2,427
-2,408
-50% -$151K 0.01% 415
2016
Q3
$286K Sell
4,835
-82
-2% -$4.68K 0.01% 315
2016
Q2
$260K Buy
4,917
+2,500
+103% +$138K 0.01% 320
2016
Q1
$130K Buy
2,417
+88
+4% +$4.75K 0.01% 417
2015
Q4
$144K Sell
2,329
-541
-19% -$33K 0.01% 433
2015
Q3
$163K Buy
2,870
+497
+21% +$30.4K 0.01% 415
2015
Q2
$148K Sell
2,373
-15
-0.6% -$886 0.01% 470
2015
Q1
$131K Buy
2,388
+358
+18% +$19.2K 0.01% 484
2014
Q4
$113K Buy
2,030
+485
+31% +$26K 0.01% 440
2014
Q3
$84K Hold
1,545
﹤0.01% 536
2014
Q2
$85K Buy
1,545
+185
+14% +$9.79K ﹤0.01% 533
2014
Q1
$69K Sell
1,360
-44
-3% -$2.19K ﹤0.01% 542
2013
Q4
$72K Sell
1,404
-6,842
-83% -$341K ﹤0.01% 505
2013
Q3
$400K Sell
8,246
-1,314
-14% -$62.4K 0.02% 305
2013
Q2
$428K Buy
+9,560
New +$410K 0.02% 295

Other funds holding AIG