Evercore Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,400	Closed	-$104K	–	571
2017 Q4	$104K	Hold	2,400	–	–	﹤0.01%	454
2017 Q3	$96K	Hold	2,400	–	–	﹤0.01%	471
2017 Q2	$91K	Hold	2,400	–	–	﹤0.01%	484
2017 Q1	$87K	Sell	2,400 -600	-20%	-$22K	﹤0.01%	506
2016 Q4	$106K	Hold	3,000	–	–	﹤0.01%	482
2016 Q3	$88K	Hold	3,000	–	–	﹤0.01%	501
2016 Q2	$81K	Hold	3,000	–	–	﹤0.01%	496
2016 Q1	$81K	Sell	3,000 -12,000	-80%	-$317K	﹤0.01%	489
2015 Q4	$450K	Hold	15,000	–	–	0.02%	264
2015 Q3	$427K	Hold	15,000	–	–	0.02%	273
2015 Q2	$470K	Hold	15,000	–	–	0.02%	282
2015 Q1	$447K	Buy	+15,000	New	+$444K	0.02%	293
2014 Q4	–	Sell	-21,000	Closed	-$603K	–	929
2014 Q3	$603K	Hold	21,000	–	–	0.03%	239
2014 Q2	$591K	Hold	21,000	–	–	0.03%	247
2014 Q1	$594K	Hold	21,000	–	–	0.03%	240
2013 Q4	$586K	Buy	21,000 +3,000	+17%	+$78.9K	0.03%	245
2013 Q3	$445K	Buy	18,000 +3,000	+20%	+$75.1K	0.03%	290
2013 Q2	$358K	Buy	+15,000	New	+$346K	0.02%	326

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q1 2018, closing a stake of 2,400 shares — an estimated $104K sold.

Evercore Wealth Management first reported a position in IYG in Q2 2013 and held it in 18 quarters. The position peaked at $603K in Q3 2014. 146 funds tracked by Wall St. Rank hold IYG as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Financial Services ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,400 iShares US Financial Services ETF shares in Q1 2018, an estimated $104K.
Evercore Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's iShares US Financial Services ETF position peaked at $603K in Q3 2014.
146 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2018.

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