EWM

Evercore Wealth Management’s HCI Group HCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$12K	–	528
2017 Q4	$12K	Hold	400	–	–	﹤0.01%	788
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	751
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	725
2017 Q1	$18K	Hold	400	–	–	﹤0.01%	768
2016 Q4	$16K	Hold	400	–	–	﹤0.01%	775
2016 Q3	$12K	Hold	400	–	–	﹤0.01%	851
2016 Q2	$11K	Hold	400	–	–	﹤0.01%	844
2016 Q1	$13K	Sell	400 -1,500	-79%	-$48.8K	﹤0.01%	776
2015 Q4	$66K	Hold	1,900	–	–	﹤0.01%	546
2015 Q3	$74K	Hold	1,900	–	–	﹤0.01%	533
2015 Q2	$84K	Hold	1,900	–	–	﹤0.01%	550
2015 Q1	$87K	Hold	1,900	–	–	﹤0.01%	551
2014 Q4	$82K	Hold	1,900	–	–	﹤0.01%	485
2014 Q3	$68K	Hold	1,900	–	–	﹤0.01%	569
2014 Q2	$77K	Sell	1,900 -150	-7%	-$6.08K	﹤0.01%	549
2014 Q1	$75K	Sell	2,050 -4,700	-70%	-$172K	﹤0.01%	527
2013 Q4	$361K	Sell	6,750 -56,300	-89%	-$3.01M	0.02%	303
2013 Q3	$2.57M	Buy	63,050 +8,300	+15%	+$339K	0.15%	145
2013 Q2	$1.68M	Buy	+54,750	New	+$1.68M	0.1%	169