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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Evercore Wealth Management's ITT Position: Q3 2017 in Review

Evercore Wealth Management sold out of ITT (ITT) in Q3 2017, closing a stake of 50 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in ITT in Q3 2013 and held it in 16 quarters. The position peaked at $80K in Q2 2014. 315 funds tracked by Wall St. Rank hold ITT as of Q3 2017.

Evercore Wealth Management reported no remaining ITT position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 50 ITT shares in Q3 2017, an estimated $2K.
Evercore Wealth Management first reported a position in ITT in Q3 2013 and held it in 16 quarters.
Evercore Wealth Management's ITT position peaked at $80K in Q2 2014.
315 funds tracked by Wall St. Rank held ITT as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.