Evercore Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-200	Closed	-$1K	–	424
2017 Q4	$1K	Hold	200	–	–	﹤0.01%	897
2017 Q3	$1K	Sell	200 -500	-71%	-$3.73K	﹤0.01%	889
2017 Q2	$5K	Sell	700 -300	-30%	-$1.99K	﹤0.01%	892
2017 Q1	$8K	Hold	1,000	–	–	﹤0.01%	842
2016 Q4	$8K	Hold	1,000	–	–	﹤0.01%	843
2016 Q3	$6K	Hold	1,000	–	–	﹤0.01%	916
2016 Q2	$6K	Hold	1,000	–	–	﹤0.01%	899
2016 Q1	$3K	Hold	1,000	–	–	﹤0.01%	898
2015 Q4	$2K	Hold	1,000	–	–	﹤0.01%	973
2015 Q3	$2K	Buy	1,000 +700	+233%	+$2.23K	﹤0.01%	923
2015 Q2	$1K	Hold	300	–	–	﹤0.01%	1039
2015 Q1	$1K	Hold	300	–	–	﹤0.01%	979
2014 Q4	$2K	Hold	300	–	–	﹤0.01%	838
2014 Q3	$3K	Hold	300	–	–	﹤0.01%	897
2014 Q2	$5K	Buy	+300	New	+$5.08K	﹤0.01%	901

Other funds holding CLF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's CLF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2018, closing a stake of 200 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in CLF in Q2 2014 and held it in 15 quarters. The position peaked at $8K in Q1 2017. 259 funds tracked by Wall St. Rank hold CLF as of Q1 2018.

Evercore Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 200 Cleveland-Cliffs shares in Q1 2018, an estimated $1K.
Evercore Wealth Management first reported a position in Cleveland-Cliffs in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's Cleveland-Cliffs position peaked at $8K in Q1 2017.
259 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.