Evercore Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-55	Closed	-$4K	–	909
2017 Q2	$4K	Hold	55	–	–	﹤0.01%	905
2017 Q1	$4K	Buy	+55	New	+$4.38K	﹤0.01%	895
2016 Q2	–	Sell	-2,039	Closed	-$164K	–	1018
2016 Q1	$164K	Sell	2,039 -645	-24%	-$51.7K	0.01%	389
2015 Q4	$214K	Buy	2,684 +1,726	+180%	+$138K	0.01%	356
2015 Q3	$77K	Sell	958 -1,003	-51%	-$80.4K	﹤0.01%	524
2015 Q2	$158K	Hold	1,961	–	–	0.01%	461
2015 Q1	$158K	Buy	+1,961	New	+$157K	0.01%	459
2014 Q4	–	Sell	-5,461	Closed	-$437K	–	875
2014 Q3	$437K	Buy	5,461 +5,055	+1,245%	+$405K	0.02%	283
2014 Q2	$33K	Hold	406	–	–	﹤0.01%	664
2014 Q1	$33K	Hold	406	–	–	﹤0.01%	657
2013 Q4	$32K	Hold	406	–	–	﹤0.01%	617
2013 Q3	$33K	Hold	406	–	–	﹤0.01%	616
2013 Q2	$33K	Buy	+406	New	+$32.8K	﹤0.01%	611

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Evercore Wealth Management's BSV Position: Q3 2017 in Review

Evercore Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 55 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in BSV in Q2 2013 and held it in 13 quarters. The position peaked at $437K in Q3 2014. 576 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

Evercore Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 55 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $4K.
Evercore Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's Vanguard Short-Term Bond ETF position peaked at $437K in Q3 2014.
576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.