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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Evercore Wealth Management sold out of First American (FAF) in Q1 2017, closing a stake of 275 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in FAF in Q3 2013 and held it in 12 quarters. The position peaked at $11K in Q3 2016. 296 funds tracked by Wall St. Rank hold FAF as of Q1 2017.

Evercore Wealth Management reported no remaining First American position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 275 First American shares in Q1 2017, an estimated $10K.
Evercore Wealth Management first reported a position in First American in Q3 2013 and held it in 12 quarters.
Evercore Wealth Management's First American position peaked at $11K in Q3 2016.
296 funds tracked by Wall St. Rank held First American as of Q1 2017.

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