Evercore Wealth Management’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$21K	–	915
2017 Q4	$21K	Hold	400	–	–	﹤0.01%	729
2017 Q3	$20K	Hold	400	–	–	﹤0.01%	719
2017 Q2	$20K	Hold	400	–	–	﹤0.01%	726
2017 Q1	$19K	Hold	400	–	–	﹤0.01%	765
2016 Q4	$16K	Hold	400	–	–	﹤0.01%	788
2016 Q3	$16K	Hold	400	–	–	﹤0.01%	814
2016 Q2	$15K	Hold	400	–	–	﹤0.01%	803
2016 Q1	$15K	Hold	400	–	–	﹤0.01%	770
2015 Q4	$15K	Hold	400	–	–	﹤0.01%	814
2015 Q3	$14K	Hold	400	–	–	﹤0.01%	805
2015 Q2	$15K	Hold	400	–	–	﹤0.01%	845
2015 Q1	$16K	Buy	+400	New	+$15.7K	﹤0.01%	818

Other funds holding FONE

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

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

Evercore Wealth Management sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q1 2018, closing a stake of 400 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in FONE in Q1 2015 and held it in 12 quarters. The position peaked at $21K in Q4 2017. 11 funds tracked by Wall St. Rank hold FONE as of Q1 2018.

Evercore Wealth Management reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 First Trust NASDAQ Smartphone Index Fund shares in Q1 2018, an estimated $21K.
Evercore Wealth Management first reported a position in First Trust NASDAQ Smartphone Index Fund in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's First Trust NASDAQ Smartphone Index Fund position peaked at $21K in Q4 2017.
11 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q1 2018.

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