Evercore Wealth Management’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-170	Closed	-$2K	–	1114
2015 Q1	$2K	Sell	170 -168	-50%	-$2K	﹤0.01%	971
2014 Q4	$4K	Hold	338	–	–	﹤0.01%	814
2014 Q3	$4K	Hold	338	–	–	﹤0.01%	889
2014 Q2	$3K	Buy	+338	New	+$3.11K	﹤0.01%	968

Other funds holding BRCD

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's BRCD Position: Q2 2015 in Review

Evercore Wealth Management sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q2 2015, closing a stake of 170 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in BRCD in Q2 2014 and held it in 4 quarters. The position peaked at $4K in Q4 2014. 312 funds tracked by Wall St. Rank hold BRCD as of Q2 2015.

Evercore Wealth Management reported no remaining Brocade Communications Systems, Inc. NEW position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 170 Brocade Communications Systems, Inc. NEW shares in Q2 2015, an estimated $2K.
Evercore Wealth Management first reported a position in Brocade Communications Systems, Inc. NEW in Q2 2014 and held it in 4 quarters.
Evercore Wealth Management's Brocade Communications Systems, Inc. NEW position peaked at $4K in Q4 2014.
312 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.