Evercore Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-175	Closed	-$15K	–	1018
2016 Q3	$15K	Hold	175	–	–	﹤0.01%	816
2016 Q2	$15K	Hold	175	–	–	﹤0.01%	797
2016 Q1	$15K	Hold	175	–	–	﹤0.01%	760
2015 Q4	$15K	Buy	+175	New	+$14.7K	﹤0.01%	805

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Evercore Wealth Management's BIV Position: Q4 2016 in Review

Evercore Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 175 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in BIV in Q4 2015 and held it in 4 quarters. The position peaked at $15K in Q3 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Evercore Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 175 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $15K.
Evercore Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 4 quarters.
Evercore Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $15K in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.