Evercore Wealth Management’s Canadian Natural Resources CNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-390	Closed	-$7K	–	432
2017 Q4	$7K	Hold	390	–	–	﹤0.01%	826
2017 Q3	$6K	Hold	390	–	–	﹤0.01%	827
2017 Q2	$6K	Hold	390	–	–	﹤0.01%	879
2017 Q1	$6K	Buy	+390	New	+$5.9K	﹤0.01%	867
2015 Q4	–	Sell	-26,891	Closed	-$253K	–	1018
2015 Q3	$253K	Buy	+26,891	New	+$296K	0.01%	352
2013 Q4	–	Sell	-391	Closed	-$6K	–	867
2013 Q3	$6K	Buy	+391	New	+$5.87K	﹤0.01%	813

Other funds holding CNQ

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Evercore Wealth Management sold out of Canadian Natural Resources (CNQ) in Q1 2018, closing a stake of 390 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in CNQ in Q3 2013 and held it in 6 quarters. The position peaked at $253K in Q3 2015. 383 funds tracked by Wall St. Rank hold CNQ as of Q1 2018.

Evercore Wealth Management reported no remaining Canadian Natural Resources position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 390 Canadian Natural Resources shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Canadian Natural Resources in Q3 2013 and held it in 6 quarters.
Evercore Wealth Management's Canadian Natural Resources position peaked at $253K in Q3 2015.
383 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q1 2018.

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