EWM

Evercore Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,083	Closed	-$349K	–	427
2019 Q2	$349K	Hold	8,083	–	–	0.01%	321
2019 Q1	$326K	Hold	8,083	–	–	0.01%	320
2018 Q4	$284K	Sell	8,083 -685	-8%	-$24.1K	0.01%	318
2018 Q3	$461K	Buy	8,768 +768	+10%	+$40.4K	0.01%	284
2018 Q2	$418K	Hold	8,000	–	–	0.01%	287
2018 Q1	$445K	Sell	8,000 -2,000	-20%	-$111K	0.02%	259
2017 Q4	$564K	Hold	10,000	–	–	0.02%	244
2017 Q3	$494K	Hold	10,000	–	–	0.02%	252
2017 Q2	$473K	Hold	10,000	–	–	0.02%	259
2017 Q1	$450K	Hold	10,000	–	–	0.02%	271
2016 Q4	$419K	Hold	10,000	–	–	0.02%	266
2016 Q3	$390K	Hold	10,000	–	–	0.02%	273
2016 Q2	$353K	Hold	10,000	–	–	0.02%	286
2016 Q1	$335K	Hold	10,000	–	–	0.01%	295
2015 Q4	$324K	Hold	10,000	–	–	0.02%	308
2015 Q3	$334K	Hold	10,000	–	–	0.02%	311
2015 Q2	$391K	Hold	10,000	–	–	0.02%	305
2015 Q1	$416K	Sell	10,000 -2,106	-17%	-$87.6K	0.02%	303
2014 Q4	$496K	Hold	12,106	–	–	0.02%	238
2014 Q3	$456K	Hold	12,106	–	–	0.02%	274
2014 Q2	$457K	Hold	12,106	–	–	0.02%	280
2014 Q1	$462K	Hold	12,106	–	–	0.03%	267
2013 Q4	$518K	Hold	12,106	–	–	0.03%	254
2013 Q3	$470K	Hold	12,106	–	–	0.03%	283
2013 Q2	$455K	Buy	+12,106	New	+$455K	0.03%	289