Evercore Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-900	Closed	-$62K	–	1044
2015 Q3	$62K	Hold	900	–	–	﹤0.01%	553
2015 Q2	$72K	Hold	900	–	–	﹤0.01%	573
2015 Q1	$72K	Hold	900	–	–	﹤0.01%	578
2014 Q4	$78K	Hold	900	–	–	﹤0.01%	490
2014 Q3	$91K	Hold	900	–	–	﹤0.01%	525
2014 Q2	$102K	Hold	900	–	–	0.01%	508
2014 Q1	$95K	Hold	900	–	–	0.01%	494
2013 Q4	$110K	Sell	900 -53	-6%	-$6.37K	0.01%	443
2013 Q3	$120K	Buy	953 +53	+6%	+$7.28K	0.01%	464
2013 Q2	$126K	Buy	+900	New	+$141K	0.01%	458

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

LOAMS

Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

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

Evercore Wealth Management sold out of Coca-Cola Femsa (KOF) in Q4 2015, closing a stake of 900 shares — an estimated $62K sold.

Evercore Wealth Management first reported a position in KOF in Q2 2013 and held it in 10 quarters. The position peaked at $126K in Q2 2013. 101 funds tracked by Wall St. Rank hold KOF as of Q4 2015.

Evercore Wealth Management reported no remaining Coca-Cola Femsa position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 900 Coca-Cola Femsa shares in Q4 2015, an estimated $62K.
Evercore Wealth Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Coca-Cola Femsa position peaked at $126K in Q2 2013.
101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2015.

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