Evercore Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,000	Closed	-$79K	–	1000
2017 Q1	$79K	Hold	2,000	–	–	﹤0.01%	523
2016 Q4	$85K	Hold	2,000	–	–	﹤0.01%	526
2016 Q3	$63K	Hold	2,000	–	–	﹤0.01%	559
2016 Q2	$56K	Hold	2,000	–	–	﹤0.01%	559
2016 Q1	$56K	Hold	2,000	–	–	﹤0.01%	544
2015 Q4	$58K	Hold	2,000	–	–	﹤0.01%	563
2015 Q3	$56K	Hold	2,000	–	–	﹤0.01%	565
2015 Q2	$55K	Hold	2,000	–	–	﹤0.01%	621
2015 Q1	$56K	Hold	2,000	–	–	﹤0.01%	608
2014 Q4	$56K	Hold	2,000	–	–	﹤0.01%	540
2014 Q3	$53K	Hold	2,000	–	–	﹤0.01%	602
2014 Q2	$54K	Hold	2,000	–	–	﹤0.01%	601
2014 Q1	$56K	Hold	2,000	–	–	﹤0.01%	579
2013 Q4	$57K	Hold	2,000	–	–	﹤0.01%	542
2013 Q3	$48K	Hold	2,000	–	–	﹤0.01%	571
2013 Q2	$41K	Buy	+2,000	New	+$39.5K	﹤0.01%	588

Other funds holding FIBK

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Evercore Wealth Management's FIBK Position: Q2 2017 in Review

Evercore Wealth Management sold out of First Interstate BancSystem (FIBK) in Q2 2017, closing a stake of 2,000 shares — an estimated $79K sold.

Evercore Wealth Management first reported a position in FIBK in Q2 2013 and held it in 16 quarters. The position peaked at $85K in Q4 2016. 161 funds tracked by Wall St. Rank hold FIBK as of Q2 2017.

Evercore Wealth Management reported no remaining First Interstate BancSystem position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,000 First Interstate BancSystem shares in Q2 2017, an estimated $79K.
Evercore Wealth Management first reported a position in First Interstate BancSystem in Q2 2013 and held it in 16 quarters.
Evercore Wealth Management's First Interstate BancSystem position peaked at $85K in Q4 2016.
161 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.