Evercore Wealth Management’s Korn Ferry KFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,708	Closed	-$57K	–	1042
2015 Q3	$57K	Hold	1,708	–	–	﹤0.01%	560
2015 Q2	$59K	Sell	1,708 -1,522	-47%	-$50.3K	﹤0.01%	608
2015 Q1	$107K	Hold	3,230	–	–	﹤0.01%	516
2014 Q4	$93K	Hold	3,230	–	–	﹤0.01%	474
2014 Q3	$81K	Hold	3,230	–	–	﹤0.01%	540
2014 Q2	$95K	Sell	3,230 -1,000	-24%	-$29.5K	﹤0.01%	520
2014 Q1	$126K	Sell	4,230 -1,770	-30%	-$45.5K	0.01%	441
2013 Q4	$156K	Sell	6,000 -2,166	-27%	-$51.4K	0.01%	393
2013 Q3	$175K	Sell	8,166 -10,834	-57%	-$214K	0.01%	409
2013 Q2	$356K	Buy	+19,000	New	+$325K	0.02%	329

Other funds holding KFY

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Evercore Wealth Management's KFY Position: Q4 2015 in Review

Evercore Wealth Management sold out of Korn Ferry (KFY) in Q4 2015, closing a stake of 1,708 shares — an estimated $57K sold.

Evercore Wealth Management first reported a position in KFY in Q2 2013 and held it in 10 quarters. The position peaked at $356K in Q2 2013. 233 funds tracked by Wall St. Rank hold KFY as of Q4 2015.

Evercore Wealth Management reported no remaining Korn Ferry position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,708 Korn Ferry shares in Q4 2015, an estimated $57K.
Evercore Wealth Management first reported a position in Korn Ferry in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Korn Ferry position peaked at $356K in Q2 2013.
233 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.