Evercore Wealth Management’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$120K Sell
2017
Q3
$473K Sell
2017
Q2
$10.6M Sell
2017
Q1
$11.1M Sell
2016
Q4
$11M Sell
2016
Q3
$15.1M Sell
2016
Q2
$11.9M Buy
2016
Q1
$13.9M Buy