Evercore Wealth Management’s FirstEnergy FE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-566	Closed	-$17K	–	499
2017 Q4	$17K	Sell	566 -54	-9%	-$1.75K	﹤0.01%	747
2017 Q3	$19K	Buy	620 +120	+24%	+$3.78K	﹤0.01%	722
2017 Q2	$15K	Buy	+500	New	+$14.9K	﹤0.01%	758
2017 Q1	–	Sell	-47	Closed	-$1K	–	1000
2016 Q4	$1K	Sell	47 -337	-88%	-$10.8K	﹤0.01%	972
2016 Q3	$13K	Buy	384 +214	+126%	+$7.27K	﹤0.01%	839
2016 Q2	$6K	Buy	+170	New	+$5.76K	﹤0.01%	901
2014 Q3	–	Sell	-94	Closed	-$3K	–	949
2014 Q2	$3K	Buy	+94	New	+$3.16K	﹤0.01%	948

Other funds holding FE

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's FE Position: Q1 2018 in Review

Evercore Wealth Management sold out of FirstEnergy (FE) in Q1 2018, closing a stake of 566 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in FE in Q2 2014 and held it in 7 quarters. The position peaked at $19K in Q3 2017. 591 funds tracked by Wall St. Rank hold FE as of Q1 2018.

Evercore Wealth Management reported no remaining FirstEnergy position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 566 FirstEnergy shares in Q1 2018, an estimated $17K.
Evercore Wealth Management first reported a position in FirstEnergy in Q2 2014 and held it in 7 quarters.
Evercore Wealth Management's FirstEnergy position peaked at $19K in Q3 2017.
591 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.