Evercore Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-720	Closed	-$59K	–	404
2017 Q4	$59K	Hold	720	–	–	﹤0.01%	556
2017 Q3	$59K	Hold	720	–	–	﹤0.01%	552
2017 Q2	$59K	Sell	720 -2,627	-78%	-$215K	﹤0.01%	558
2017 Q1	$271K	Buy	3,347 +2,627	+365%	+$212K	0.01%	331
2016 Q4	$58K	Hold	720	–	–	﹤0.01%	575
2016 Q3	$61K	Hold	720	–	–	﹤0.01%	566
2016 Q2	$61K	Sell	720 -600	-45%	-$49.9K	﹤0.01%	538
2016 Q1	$109K	Buy	1,320 +1,079	+448%	+$88.3K	﹤0.01%	443
2015 Q4	$19K	Hold	241	–	–	﹤0.01%	775
2015 Q3	$20K	Hold	241	–	–	﹤0.01%	736
2015 Q2	$20K	Hold	241	–	–	﹤0.01%	791
2015 Q1	$20K	Buy	+241	New	+$20K	﹤0.01%	783
2014 Q4	–	Sell	-241	Closed	-$20K	–	873
2014 Q3	$20K	Hold	241	–	–	﹤0.01%	734
2014 Q2	$20K	Hold	241	–	–	﹤0.01%	738
2014 Q1	$20K	Hold	241	–	–	﹤0.01%	739
2013 Q4	$19K	Hold	241	–	–	﹤0.01%	687
2013 Q3	$19K	Hold	241	–	–	﹤0.01%	692
2013 Q2	$19K	Buy	+241	New	+$20K	﹤0.01%	668

Other funds holding BND

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

MFRM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2018, closing a stake of 720 shares — an estimated $59K sold.

Evercore Wealth Management first reported a position in BND in Q2 2013 and held it in 18 quarters. The position peaked at $271K in Q1 2017. 674 funds tracked by Wall St. Rank hold BND as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 720 Vanguard Total Bond Market shares in Q1 2018, an estimated $59K.
Evercore Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Vanguard Total Bond Market position peaked at $271K in Q1 2017.
674 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2018.

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