Evercore Wealth Management’s Brinker International EAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,300	Closed	-$64K	–	996
2016 Q4	$64K	Hold	1,300	–	–	﹤0.01%	562
2016 Q3	$66K	Hold	1,300	–	–	﹤0.01%	550
2016 Q2	$59K	Hold	1,300	–	–	﹤0.01%	547
2016 Q1	$60K	Buy	1,300 +500	+63%	+$24.1K	﹤0.01%	535
2015 Q4	$38K	Hold	800	–	–	﹤0.01%	647
2015 Q3	$42K	Hold	800	–	–	﹤0.01%	611
2015 Q2	$46K	Hold	800	–	–	﹤0.01%	651
2015 Q1	$49K	Hold	800	–	–	﹤0.01%	629
2014 Q4	$47K	Buy	+800	New	+$43.6K	﹤0.01%	557

Other funds holding EAT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's EAT Position: Q1 2017 in Review

Evercore Wealth Management sold out of Brinker International (EAT) in Q1 2017, closing a stake of 1,300 shares — an estimated $64K sold.

Evercore Wealth Management first reported a position in EAT in Q4 2014 and held it in 9 quarters. The position peaked at $66K in Q3 2016. 289 funds tracked by Wall St. Rank hold EAT as of Q1 2017.

Evercore Wealth Management reported no remaining Brinker International position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,300 Brinker International shares in Q1 2017, an estimated $64K.
Evercore Wealth Management first reported a position in Brinker International in Q4 2014 and held it in 9 quarters.
Evercore Wealth Management's Brinker International position peaked at $66K in Q3 2016.
289 funds tracked by Wall St. Rank held Brinker International as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.