Evercore Wealth Management’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-26	Closed	-$4K	–	1048
2016 Q3	$4K	Hold	26	–	–	﹤0.01%	953
2016 Q2	$4K	Hold	26	–	–	﹤0.01%	945
2016 Q1	$4K	Hold	26	–	–	﹤0.01%	875
2015 Q4	$4K	Buy	+26	New	+$4.37K	﹤0.01%	934
2015 Q2	–	Sell	-324	Closed	-$52K	–	1071
2015 Q1	$52K	Hold	324	–	–	﹤0.01%	621
2014 Q4	$46K	Hold	324	–	–	﹤0.01%	560
2014 Q3	$39K	Sell	324 -324	-50%	-$40K	﹤0.01%	646
2014 Q2	$78K	Hold	648	–	–	﹤0.01%	544
2014 Q1	$70K	Hold	648	–	–	﹤0.01%	539
2013 Q4	$70K	Hold	648	–	–	﹤0.01%	512
2013 Q3	$70K	Hold	648	–	–	﹤0.01%	530
2013 Q2	$66K	Buy	+648	New	+$62.2K	﹤0.01%	533

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Evercore Wealth Management's FDS Position: Q4 2016 in Review

Evercore Wealth Management sold out of Factset (FDS) in Q4 2016, closing a stake of 26 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in FDS in Q2 2013 and held it in 12 quarters. The position peaked at $78K in Q2 2014. 389 funds tracked by Wall St. Rank hold FDS as of Q4 2016.

Evercore Wealth Management reported no remaining Factset position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 26 Factset shares in Q4 2016, an estimated $4K.
Evercore Wealth Management first reported a position in Factset in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's Factset position peaked at $78K in Q2 2014.
389 funds tracked by Wall St. Rank held Factset as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.