Evercore Wealth Management’s ITT ITT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-50	Closed	-$2K	–	932
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	939
2017 Q1	$2K	Sell	50 -275	-85%	-$11.3K	﹤0.01%	947
2016 Q4	$13K	Hold	325	–	–	﹤0.01%	802
2016 Q3	$12K	Hold	325	–	–	﹤0.01%	852
2016 Q2	$11K	Hold	325	–	–	﹤0.01%	845
2016 Q1	$12K	Hold	325	–	–	﹤0.01%	787
2015 Q4	$12K	Sell	325 -925	-74%	-$34.7K	﹤0.01%	833
2015 Q3	$42K	Hold	1,250	–	–	﹤0.01%	612
2015 Q2	$53K	Sell	1,250 -547	-30%	-$22.8K	﹤0.01%	625
2015 Q1	$72K	Buy	1,797 +107	+6%	+$4.18K	﹤0.01%	577
2014 Q4	$68K	Hold	1,690	–	–	﹤0.01%	521
2014 Q3	$75K	Hold	1,690	–	–	﹤0.01%	552
2014 Q2	$80K	Buy	1,690 +325	+24%	+$14.5K	﹤0.01%	540
2014 Q1	$59K	Buy	1,365 +300	+28%	+$12.7K	﹤0.01%	572
2013 Q4	$46K	Buy	1,065 +625	+142%	+$24.8K	﹤0.01%	571
2013 Q3	$16K	Buy	+440	New	+$14.7K	﹤0.01%	711

Other funds holding ITT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return