Evercore Wealth Management’s iShares MSCI China A ETF CNYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,000	Closed	-$212K	–	375
2018 Q3	$212K	Buy	+8,000	New	+$210K	0.01%	394

Other funds holding CNYA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's CNYA Position: Q4 2018 in Review

Evercore Wealth Management sold out of iShares MSCI China A ETF (CNYA) in Q4 2018, closing a stake of 8,000 shares — an estimated $212K sold.

Evercore Wealth Management first reported a position in CNYA in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 9 funds tracked by Wall St. Rank hold CNYA as of Q4 2018.

Evercore Wealth Management reported no remaining iShares MSCI China A ETF position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 8,000 iShares MSCI China A ETF shares in Q4 2018, an estimated $212K.
Evercore Wealth Management first reported a position in iShares MSCI China A ETF in Q3 2018 and held it in 1 quarter.
Evercore Wealth Management's iShares MSCI China A ETF position peaked at $212K in Q3 2018.
9 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.