Evercore Wealth Management’s Brookfield Business Partners BBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-182	Closed	-$4K	–	392
2017 Q4	$4K	Buy	182 +70	+63%	+$1.39K	﹤0.01%	860
2017 Q3	$2K	Hold	112	–	–	﹤0.01%	875
2017 Q2	$2K	Hold	112	–	–	﹤0.01%	936
2017 Q1	$2K	Hold	112	–	–	﹤0.01%	942
2016 Q4	$2K	Hold	112	–	–	﹤0.01%	940
2016 Q3	$2K	Hold	112	–	–	﹤0.01%	988
2016 Q2	$1K	Buy	+112	New	+$1.43K	﹤0.01%	1002

Other funds holding BBU

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evercore Wealth Management sold out of Brookfield Business Partners (BBU) in Q1 2018, closing a stake of 182 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in BBU in Q2 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 84 funds tracked by Wall St. Rank hold BBU as of Q1 2018.

Evercore Wealth Management reported no remaining Brookfield Business Partners position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 182 Brookfield Business Partners shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in Brookfield Business Partners in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Brookfield Business Partners position peaked at $4K in Q4 2017.
84 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2018.

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