Evercore Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,269	Closed	-$21K	–	941
2015 Q4	$21K	Buy	+1,269	New	+$21.4K	﹤0.01%	752

Other funds holding AIRR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Evercore Wealth Management's AIRR Position: Q1 2016 in Review

Evercore Wealth Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2016, closing a stake of 1,269 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in AIRR in Q4 2015 and held it in 1 quarter. The position peaked at $21K in Q4 2015. 17 funds tracked by Wall St. Rank hold AIRR as of Q1 2016.

Evercore Wealth Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,269 First Trust RBA American Industrial Renaissance ETF shares in Q1 2016, an estimated $21K.
Evercore Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2015 and held it in 1 quarter.
Evercore Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $21K in Q4 2015.
17 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.