Evercore Wealth Management’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-275	Closed	-$10K	–	998
2016 Q4	$10K	Hold	275	–	–	﹤0.01%	822
2016 Q3	$11K	Hold	275	–	–	﹤0.01%	861
2016 Q2	$11K	Hold	275	–	–	﹤0.01%	842
2016 Q1	$10K	Hold	275	–	–	﹤0.01%	806
2015 Q4	$10K	Hold	275	–	–	﹤0.01%	851
2015 Q3	$11K	Hold	275	–	–	﹤0.01%	822
2015 Q2	$10K	Hold	275	–	–	﹤0.01%	905
2015 Q1	$10K	Hold	275	–	–	﹤0.01%	861
2014 Q4	$9K	Hold	275	–	–	﹤0.01%	753
2014 Q3	$7K	Hold	275	–	–	﹤0.01%	843
2014 Q2	$8K	Buy	+275	New	+$7.5K	﹤0.01%	858
2013 Q4	–	Sell	-124	Closed	-$3K	–	887
2013 Q3	$3K	Buy	+124	New	+$2.77K	﹤0.01%	928

Other funds holding FAF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return