Evercore Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-12,159	Closed	-$263K	–	1032
2016 Q3	$263K	Buy	+12,159	New	+$258K	0.01%	326
2016 Q1	–	Sell	-1,626	Closed	-$33K	–	952
2015 Q4	$33K	Sell	1,626 -57	-3%	-$1.21K	﹤0.01%	666
2015 Q3	$34K	Buy	+1,683	New	+$36.7K	﹤0.01%	651

Other funds holding CWI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Evercore Wealth Management's CWI Position: Q4 2016 in Review

Evercore Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2016, closing a stake of 12,159 shares — an estimated $263K sold.

Evercore Wealth Management first reported a position in CWI in Q3 2015 and held it in 3 quarters. The position peaked at $263K in Q3 2016. 112 funds tracked by Wall St. Rank hold CWI as of Q4 2016.

Evercore Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 12,159 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2016, an estimated $263K.
Evercore Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2015 and held it in 3 quarters.
Evercore Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $263K in Q3 2016.
112 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.