Evercore Wealth Management’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-232	Closed	-$3K	–	590
2017 Q4	$3K	Hold	232	–	–	﹤0.01%	879
2017 Q3	$4K	Hold	232	–	–	﹤0.01%	852
2017 Q2	$4K	Hold	232	–	–	﹤0.01%	907
2017 Q1	$4K	Sell	232 -7,350	-97%	-$134K	﹤0.01%	901
2016 Q4	$127K	Buy	7,582 +7,350	+3,168%	+$115K	0.01%	450
2016 Q3	$3K	Hold	232	–	–	﹤0.01%	978
2016 Q2	$3K	Sell	232 -401	-63%	-$5.52K	﹤0.01%	979
2016 Q1	$8K	Sell	633 -1	-0.2%	-$12	﹤0.01%	823
2015 Q4	$8K	Sell	634 -66	-9%	-$1.13K	﹤0.01%	876
2015 Q3	$14K	Sell	700 -100	-13%	-$1.71K	﹤0.01%	797
2015 Q2	$16K	Sell	800 -800	-50%	-$15.5K	﹤0.01%	830
2015 Q1	$31K	Sell	1,600 -127	-7%	-$2.65K	﹤0.01%	709
2014 Q4	$41K	Sell	1,727 -2,294	-57%	-$47.5K	﹤0.01%	571
2014 Q3	$106K	Sell	4,021 -1,789	-31%	-$54.6K	0.01%	504
2014 Q2	$180K	Sell	5,810 -535	-8%	-$16.2K	0.01%	405
2014 Q1	$201K	Buy	+6,345	New	+$197K	0.01%	375

Other funds holding KN

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Dimensional Fund Advisors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

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