EWM
BRFS

Evercore Wealth Management’s BRF SA BRFS Stock Holding History

Evercore Wealth Management’s Portfolio BRFS Stock Details BRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-800
Closed -$14K – 1011
2015
Q3 		$14K Hold
800
– – ﹤0.01% 795
2015
Q2 		$17K Hold
800
– – ﹤0.01% 821
2015
Q1 		$16K Hold
800
– – ﹤0.01% 813
2014
Q4 		$19K Hold
800
– – ﹤0.01% 672
2014
Q3 		$19K Hold
800
– – ﹤0.01% 744
2014
Q2 		$19K Hold
800
– – ﹤0.01% 744
2014
Q1 		$16K Hold
800
– – ﹤0.01% 769
2013
Q4 		$17K Sell
800
-170
-18% -$3.91K ﹤0.01% 702
2013
Q3 		$24K Buy
970
+170
+21% +$3.9K ﹤0.01% 655
2013
Q2 		$17K Buy
+800
New +$18.5K ﹤0.01% 678

Other funds holding BRFS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return