Evercore Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-335	Closed	-$29K	–	546
2017 Q4	$29K	Hold	335	–	–	﹤0.01%	656
2017 Q3	$30K	Hold	335	–	–	﹤0.01%	635
2017 Q2	$30K	Hold	335	–	–	﹤0.01%	647
2017 Q1	$29K	Sell	335 -50	-13%	-$4.37K	﹤0.01%	694
2016 Q4	$33K	Buy	+385	New	+$33.2K	﹤0.01%	678
2016 Q2	–	Sell	-585	Closed	-$48K	–	1027
2016 Q1	$48K	Sell	585 -355	-38%	-$28.2K	﹤0.01%	570
2015 Q4	$76K	Hold	940	–	–	﹤0.01%	523
2015 Q3	$78K	Buy	940 +252	+37%	+$21.8K	﹤0.01%	521
2015 Q2	$61K	Sell	688 -8,732	-93%	-$789K	﹤0.01%	598
2015 Q1	$854K	Buy	9,420 +6,850	+267%	+$620K	0.04%	205
2014 Q4	$230K	Hold	2,570	–	–	0.01%	340
2014 Q3	$236K	Sell	2,570 -825	-24%	-$77.1K	0.01%	365
2014 Q2	$323K	Hold	3,395	–	–	0.02%	328
2014 Q1	$320K	Buy	3,395 +50	+1%	+$4.69K	0.02%	317
2013 Q4	$311K	Sell	3,345 -250	-7%	-$23.2K	0.02%	324
2013 Q3	$329K	Sell	3,595 -165	-4%	-$15.1K	0.02%	335
2013 Q2	$342K	Buy	+3,760	New	+$353K	0.02%	334

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2018, closing a stake of 335 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in HYG in Q2 2013 and held it in 17 quarters. The position peaked at $854K in Q1 2015. 633 funds tracked by Wall St. Rank hold HYG as of Q1 2018.

Evercore Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 335 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2018, an estimated $29K.
Evercore Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 17 quarters.
Evercore Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $854K in Q1 2015.
633 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2018.

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