Evercore Wealth Management’s Flagstar Bank National Association FLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-100	Closed	-$4K	–	828
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	867
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	860
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	916
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	908
2016 Q4	$5K	Sell	100 -273	-73%	-$12.5K	﹤0.01%	897
2016 Q3	$16K	Hold	373	–	–	﹤0.01%	813
2016 Q2	$17K	Sell	373 -1,425	-79%	-$64.9K	﹤0.01%	785
2016 Q1	$86K	Buy	1,798 +325	+22%	+$15.1K	﹤0.01%	480
2015 Q4	$72K	Buy	1,473 +775	+111%	+$39.5K	﹤0.01%	531
2015 Q3	$38K	Hold	698	–	–	﹤0.01%	637
2015 Q2	$39K	Hold	698	–	–	﹤0.01%	679
2015 Q1	$35K	Buy	698 +325	+87%	+$15.8K	﹤0.01%	676
2014 Q4	$18K	Hold	373	–	–	﹤0.01%	680
2014 Q3	$18K	Hold	373	–	–	﹤0.01%	756
2014 Q2	$18K	Buy	373 +273	+273%	+$12.8K	﹤0.01%	757
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	867
2013 Q4	$5K	Hold	100	–	–	﹤0.01%	805
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	861
2013 Q2	$4K	Buy	+100	New	+$4.05K	﹤0.01%	769

Other funds holding FLG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Evercore Wealth Management sold out of Flagstar Bank National Association (FLG) in Q1 2018, closing a stake of 100 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in FLG in Q2 2013 and held it in 19 quarters. The position peaked at $86K in Q1 2016. 429 funds tracked by Wall St. Rank hold FLG as of Q1 2018.

Evercore Wealth Management reported no remaining Flagstar Bank National Association position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 100 Flagstar Bank National Association shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in Flagstar Bank National Association in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Flagstar Bank National Association position peaked at $86K in Q1 2016.
429 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q1 2018.

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