Evercore Wealth Management’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-350	Closed	-$24K	–	406
2017 Q4	$24K	Hold	350	–	–	﹤0.01%	698
2017 Q3	$22K	Hold	350	–	–	﹤0.01%	697
2017 Q2	$24K	Buy	+350	New	+$24.3K	﹤0.01%	687
2015 Q4	–	Sell	-3,392	Closed	-$186K	–	1012
2015 Q3	$186K	Sell	3,392 -300	-8%	-$16.6K	0.01%	392
2015 Q2	$200K	Buy	3,692 +218	+6%	+$12K	0.01%	418
2015 Q1	$181K	Buy	3,474 +596	+21%	+$33K	0.01%	436
2014 Q4	$154K	Hold	2,878	–	–	0.01%	399
2014 Q3	$163K	Buy	2,878 +136	+5%	+$8.04K	0.01%	433
2014 Q2	$163K	Sell	2,742 -302	-10%	-$17.7K	0.01%	422
2014 Q1	$170K	Sell	3,044 -148	-5%	-$7.69K	0.01%	398
2013 Q4	$172K	Buy	3,192 +604	+23%	+$32.1K	0.01%	384
2013 Q3	$136K	Buy	2,588 +188	+8%	+$9.95K	0.01%	437
2013 Q2	$124K	Buy	+2,400	New	+$132K	0.01%	462