Evercore Wealth Management’s Barrick Mining B Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,131	Closed	-$16K	–	518
2017 Q4	$16K	Hold	1,131	–	–	﹤0.01%	756
2017 Q3	$18K	Hold	1,131	–	–	﹤0.01%	727
2017 Q2	$18K	Hold	1,131	–	–	﹤0.01%	736
2017 Q1	$21K	Hold	1,131	–	–	﹤0.01%	747
2016 Q4	$18K	Hold	1,131	–	–	﹤0.01%	761
2016 Q3	$20K	Buy	+1,131	New	+$22.6K	﹤0.01%	769
2013 Q4	–	Sell	-282	Closed	-$6K	–	904
2013 Q3	$6K	Buy	+282	New	+$4.97K	﹤0.01%	817

Other funds holding B

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

MAM

Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of Barrick Mining (B) in Q1 2018, closing a stake of 1,131 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in B in Q3 2013 and held it in 7 quarters. The position peaked at $21K in Q1 2017. 468 funds tracked by Wall St. Rank hold B as of Q1 2018.

Evercore Wealth Management reported no remaining Barrick Mining position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,131 Barrick Mining shares in Q1 2018, an estimated $16K.
Evercore Wealth Management first reported a position in Barrick Mining in Q3 2013 and held it in 7 quarters.
Evercore Wealth Management's Barrick Mining position peaked at $21K in Q1 2017.
468 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2018.

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