Evercore Wealth Management’s F5 FFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,111	Closed	-$222K	–	386
2018 Q3	$222K	Buy	+1,111	New	+$203K	0.01%	387
2018 Q1	–	Sell	-600	Closed	-$79K	–	500
2017 Q4	$79K	Hold	600	–	–	﹤0.01%	508
2017 Q3	$72K	Hold	600	–	–	﹤0.01%	522
2017 Q2	$76K	Hold	600	–	–	﹤0.01%	521
2017 Q1	$86K	Hold	600	–	–	﹤0.01%	510
2016 Q4	$87K	Hold	600	–	–	﹤0.01%	521
2016 Q3	$75K	Hold	600	–	–	﹤0.01%	524
2016 Q2	$68K	Hold	600	–	–	﹤0.01%	521
2016 Q1	$64K	Sell	600 -800	-57%	-$76.7K	﹤0.01%	522
2015 Q4	$136K	Buy	+1,400	New	+$151K	0.01%	442
2015 Q2	–	Sell	-24	Closed	-$3K	–	1072
2015 Q1	$3K	Sell	24 -1,771	-99%	-$208K	﹤0.01%	949
2014 Q4	$234K	Sell	1,795 -35	-2%	-$4.36K	0.01%	335
2014 Q3	$217K	Sell	1,830 -12	-0.7%	-$1.41K	0.01%	381
2014 Q2	$205K	Sell	1,842 -28,771	-94%	-$3.1M	0.01%	385
2014 Q1	$3.26M	Sell	30,613 -1,485	-5%	-$157K	0.18%	110
2013 Q4	$2.92M	Sell	32,098 -4,149	-11%	-$353K	0.16%	121
2013 Q3	$3.11M	Sell	36,247 -5,081	-12%	-$432K	0.18%	128
2013 Q2	$2.84M	Buy	+41,328	New	+$3.18M	0.16%	133

Other funds holding FFIV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Wellington Management Group

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return