EWM
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Evercore Wealth Management’s Donaldson DCI Stock Holding History

Evercore Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,900
Closed -$93K – 445
2017
Q4 		$93K Hold
1,900
– – ﹤0.01% 475
2017
Q3 		$87K Hold
1,900
– – ﹤0.01% 489
2017
Q2 		$87K Hold
1,900
– – ﹤0.01% 497
2017
Q1 		$86K Hold
1,900
– – ﹤0.01% 509
2016
Q4 		$80K Hold
1,900
– – ﹤0.01% 534
2016
Q3 		$71K Hold
1,900
– – ﹤0.01% 537
2016
Q2 		$65K Hold
1,900
– – ﹤0.01% 530
2016
Q1 		$61K Hold
1,900
– – ﹤0.01% 532
2015
Q4 		$54K Sell
1,900
-1,000
-34% -$29.4K ﹤0.01% 576
2015
Q3 		$81K Sell
2,900
-2,500
-46% -$80.3K ﹤0.01% 514
2015
Q2 		$194K Buy
5,400
+2,000
+59% +$72.9K 0.01% 423
2015
Q1 		$129K Buy
3,400
+1,000
+42% +$37.5K 0.01% 489
2014
Q4 		$93K Hold
2,400
– – ﹤0.01% 472
2014
Q3 		$98K Hold
2,400
– – ﹤0.01% 518
2014
Q2 		$102K Hold
2,400
– – 0.01% 506
2014
Q1 		$102K Hold
2,400
– – 0.01% 483
2013
Q4 		$104K Hold
2,400
– – 0.01% 452
2013
Q3 		$92K Hold
2,400
– – 0.01% 500
2013
Q2 		$86K Buy
+2,400
New +$87.2K ﹤0.01% 507

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return