Evercore Wealth Management’s Deutsche Bank DB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-128	Closed	-$2K	–	981
2017 Q1	$2K	Sell	128 -15	-10%	-$260	﹤0.01%	943
2016 Q4	$2K	Buy	+143	New	+$2.02K	﹤0.01%	941
2013 Q4	–	Sell	-149	Closed	-$6K	–	872
2013 Q3	$6K	Buy	+149	New	+$5.74K	﹤0.01%	814

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evercore Wealth Management's DB Position: Q2 2017 in Review

Evercore Wealth Management sold out of Deutsche Bank (DB) in Q2 2017, closing a stake of 128 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in DB in Q3 2013 and held it in 3 quarters. The position peaked at $6K in Q3 2013. 199 funds tracked by Wall St. Rank hold DB as of Q2 2017.

Evercore Wealth Management reported no remaining Deutsche Bank position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 128 Deutsche Bank shares in Q2 2017, an estimated $2K.
Evercore Wealth Management first reported a position in Deutsche Bank in Q3 2013 and held it in 3 quarters.
Evercore Wealth Management's Deutsche Bank position peaked at $6K in Q3 2013.
199 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.