EWM
Evercore Wealth Management’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28,970
| Closed | -$120K | – | 594 |
|
|
2017
Q4 | $120K | Sell |
28,970
-48,670
| -63% | -$202K | ﹤0.01% | 436 |
|
|
2017
Q3 | $473K | Sell |
77,640
-1,841,723
| -96% | -$11.2M | 0.02% | 258 |
|
|
2017
Q2 | $10.6M | Sell |
1,919,363
-110,879
| -5% | -$611K | 0.41% | 54 |
|
|
2017
Q1 | $11.1M | Sell |
2,030,242
-58,650
| -3% | -$322K | 0.44% | 54 |
|
|
2016
Q4 | $11M | Sell |
2,088,892
-349,404
| -14% | -$1.83M | 0.45% | 53 |
|
|
2016
Q3 | $15.1M | Sell |
2,438,296
-338,929
| -12% | -$2.09M | 0.62% | 47 |
|
|
2016
Q2 | $11.9M | Buy |
2,777,225
+1,106,742
| +66% | +$4.76M | 0.53% | 53 |
|
|
2016
Q1 | $13.9M | Buy |
+1,670,483
| New | +$13.9M | 0.61% | 48 |
|