EWM
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Evercore Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Evercore Wealth Management’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-101
Closed -$2K – 966
2015
Q2 		$2K Buy
+101
New +$2.25K ﹤0.01% 1026

Other funds holding CVY

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Evercore Wealth Management's CVY Position: Q3 2015 in Review

Evercore Wealth Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2015, closing a stake of 101 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in CVY in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 79 funds tracked by Wall St. Rank hold CVY as of Q3 2015.

  • Evercore Wealth Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 101 Invesco Zacks Multi-Asset Income ETF shares in Q3 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco Zacks Multi-Asset Income ETF position peaked at $2K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.