Evercore Wealth Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-600	Closed	-$15K	–	1075
2014 Q1	$15K	Hold	600	–	–	﹤0.01%	791
2013 Q4	$15K	Hold	600	–	–	﹤0.01%	726
2013 Q3	$16K	Hold	600	–	–	﹤0.01%	716
2013 Q2	$16K	Buy	+600	New	+$15.6K	﹤0.01%	685

Other funds holding CYB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

LTFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Evercore Wealth Management's CYB Position: Q2 2014 in Review

Evercore Wealth Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2014, closing a stake of 600 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in CYB in Q2 2013 and held it in 4 quarters. The position peaked at $16K in Q3 2013. 26 funds tracked by Wall St. Rank hold CYB as of Q2 2014.

Evercore Wealth Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2014 after selling out during the quarter.
Evercore Wealth Management sold 600 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2014, an estimated $15K.
Evercore Wealth Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and held it in 4 quarters.
Evercore Wealth Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $16K in Q3 2013.
26 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.