Evercore Wealth Management’s Fluor FLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-228	Closed	-$12K	–	507
2017 Q4	$12K	Hold	228	–	–	﹤0.01%	788
2017 Q3	$10K	Sell	228 -70	-23%	-$2.9K	﹤0.01%	792
2017 Q2	$14K	Sell	298 -216	-42%	-$10.3K	﹤0.01%	769
2017 Q1	$27K	Buy	514 +85	+20%	+$4.64K	﹤0.01%	704
2016 Q4	$23K	Buy	429 +41	+11%	+$2.13K	﹤0.01%	732
2016 Q3	$20K	Sell	388 -3	-0.8%	-$155	﹤0.01%	768
2016 Q2	$19K	Hold	391	–	–	﹤0.01%	762
2016 Q1	$21K	Buy	391 +50	+15%	+$2.35K	﹤0.01%	713
2015 Q4	$16K	Buy	341 +274	+409%	+$12.9K	﹤0.01%	798
2015 Q3	$3K	Sell	67 -128	-66%	-$6K	﹤0.01%	908
2015 Q2	$10K	Sell	195 -99	-34%	-$5.72K	﹤0.01%	907
2015 Q1	$17K	Hold	294	–	–	﹤0.01%	810
2014 Q4	$18K	Hold	294	–	–	﹤0.01%	677
2014 Q3	$20K	Buy	294 +195	+197%	+$14.3K	﹤0.01%	737
2014 Q2	$8K	Sell	99 -401	-80%	-$30.6K	﹤0.01%	859
2014 Q1	$39K	Buy	+500	New	+$39K	﹤0.01%	633
2013 Q4	–	Sell	-125	Closed	-$9K	–	893
2013 Q3	$9K	Buy	+125	New	+$8.1K	﹤0.01%	764

Other funds holding FLR

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon

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

Ashler Capital Chicago, Illinois $1.34B AUM 12.59% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return