EWM

Evercore Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-500	Closed	-$15K	–	1029
2016 Q1	$15K	Buy	+500	New	+$15K	﹤0.01%	764
2015 Q4	–	Sell	-200	Closed	-$7K	–	1041
2015 Q3	$7K	Hold	200	–	–	﹤0.01%	865
2015 Q2	$7K	Buy	+200	New	+$7K	﹤0.01%	961