Evercore Wealth Management’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-7,469	Closed	-$192K	–	1010
2015 Q3	$192K	Sell	7,469 -382	-5%	-$11.2K	0.01%	386
2015 Q2	$263K	Sell	7,851 -326	-4%	-$11.4K	0.01%	381
2015 Q1	$264K	Buy	8,177 +1,419	+21%	+$46.5K	0.01%	372
2014 Q4	$214K	Sell	6,758 -11,820	-64%	-$397K	0.01%	349
2014 Q3	$668K	Sell	18,578 -4,450	-19%	-$176K	0.03%	228
2014 Q2	$995K	Buy	23,028 +13,315	+137%	+$549K	0.05%	190
2014 Q1	$381K	Buy	9,713 +574	+6%	+$22.6K	0.02%	291
2013 Q4	$359K	Buy	9,139 +2,421	+36%	+$90.1K	0.02%	304
2013 Q3	$233K	Sell	6,718 -11,082	-62%	-$380K	0.01%	383
2013 Q2	$607K	Buy	+17,800	New	+$620K	0.03%	256

Other funds holding BP

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return