Evercore Wealth Management’s Credit Suisse Group CS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-184	Closed	-$4K	–	1080
2015 Q3	$4K	Hold	184	–	–	﹤0.01%	904
2015 Q2	$5K	Hold	184	–	–	﹤0.01%	991
2015 Q1	$5K	Hold	184	–	–	﹤0.01%	930
2014 Q4	$5K	Hold	184	–	–	﹤0.01%	795
2014 Q3	$5K	Hold	184	–	–	﹤0.01%	873
2014 Q2	$5K	Hold	184	–	–	﹤0.01%	918
2014 Q1	$6K	Buy	+184	New	+$5.76K	﹤0.01%	853
2013 Q4	–	Sell	-208	Closed	-$6K	–	1003
2013 Q3	$6K	Buy	+208	New	+$6.19K	﹤0.01%	830

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's CS Position: Q4 2015 in Review

Evercore Wealth Management sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 184 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in CS in Q3 2013 and held it in 8 quarters. The position peaked at $6K in Q1 2014. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

Evercore Wealth Management reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 184 Credit Suisse Group shares in Q4 2015, an estimated $4K.
Evercore Wealth Management first reported a position in Credit Suisse Group in Q3 2013 and held it in 8 quarters.
Evercore Wealth Management's Credit Suisse Group position peaked at $6K in Q1 2014.
160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.