EWM
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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

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return