Evercore Wealth Management’s Andersons Inc ANDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-300	Closed	-$11K	–	1020
2016 Q2	$11K	Hold	300	–	–	﹤0.01%	840
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	810
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	859
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	832
2015 Q2	$12K	Hold	300	–	–	﹤0.01%	866
2015 Q1	$12K	Hold	300	–	–	﹤0.01%	847
2014 Q4	$16K	Hold	300	–	–	﹤0.01%	693
2014 Q3	$19K	Hold	300	–	–	﹤0.01%	742
2014 Q2	$15K	Hold	300	–	–	﹤0.01%	778
2014 Q1	$18K	Hold	300	–	–	﹤0.01%	753
2013 Q4	$18K	Hold	300	–	–	﹤0.01%	690
2013 Q3	$14K	Hold	300	–	–	﹤0.01%	724
2013 Q2	$11K	Buy	+300	New	+$10.6K	﹤0.01%	714

Other funds holding ANDE

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Emerald Acquisition Seattle, Washington $51.8B AUM

Evercore Wealth Management's ANDE Position: Q3 2016 in Review

Evercore Wealth Management sold out of Andersons Inc (ANDE) in Q3 2016, closing a stake of 300 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in ANDE in Q2 2013 and held it in 13 quarters. The position peaked at $19K in Q3 2014. 160 funds tracked by Wall St. Rank hold ANDE as of Q3 2016.

Evercore Wealth Management reported no remaining Andersons Inc position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 300 Andersons Inc shares in Q3 2016, an estimated $11K.
Evercore Wealth Management first reported a position in Andersons Inc in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's Andersons Inc position peaked at $19K in Q3 2014.
160 funds tracked by Wall St. Rank held Andersons Inc as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.