Evercore Wealth Management’s CGI GIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-144	Closed	-$8K	–	515
2017 Q4	$8K	Hold	144	–	–	﹤0.01%	822
2017 Q3	$7K	Hold	144	–	–	﹤0.01%	812
2017 Q2	$7K	Sell	144 -128	-47%	-$6.25K	﹤0.01%	860
2017 Q1	$13K	Buy	272 +69	+34%	+$3.31K	﹤0.01%	805
2016 Q4	$10K	Hold	203	–	–	﹤0.01%	823
2016 Q3	$10K	Buy	203 +75	+59%	+$3.54K	﹤0.01%	867
2016 Q2	$5K	Sell	128 -75	-37%	-$3.47K	﹤0.01%	913
2016 Q1	$10K	Buy	203 +24	+13%	+$1K	﹤0.01%	807
2015 Q4	$7K	Buy	+179	New	+$7.12K	﹤0.01%	887
2013 Q4	–	Sell	-117	Closed	-$4K	–	902
2013 Q3	$4K	Buy	+117	New	+$3.81K	﹤0.01%	887

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Evercore Wealth Management sold out of CGI (GIB) in Q1 2018, closing a stake of 144 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in GIB in Q3 2013 and held it in 10 quarters. The position peaked at $13K in Q1 2017. 229 funds tracked by Wall St. Rank hold GIB as of Q1 2018.

Evercore Wealth Management reported no remaining CGI position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 144 CGI shares in Q1 2018, an estimated $8K.
Evercore Wealth Management first reported a position in CGI in Q3 2013 and held it in 10 quarters.
Evercore Wealth Management's CGI position peaked at $13K in Q1 2017.
229 funds tracked by Wall St. Rank held CGI as of Q1 2018.

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