Evercore Wealth Management’s Liberty Latin America Class A LILA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,363	Closed	-$21K	–	919
2017 Q3	$21K	Hold	1,363	–	–	﹤0.01%	708
2017 Q2	$19K	Hold	1,363	–	–	﹤0.01%	729
2017 Q1	$19K	Hold	1,363	–	–	﹤0.01%	759
2016 Q4	$19K	Hold	1,363	–	–	﹤0.01%	759
2016 Q3	$24K	Buy	1,363 +973	+249%	+$19.2K	﹤0.01%	744
2016 Q2	$8K	Hold	390	–	–	﹤0.01%	871
2016 Q1	$9K	Hold	390	–	–	﹤0.01%	815
2015 Q4	$10K	Hold	390	–	–	﹤0.01%	853
2015 Q3	$8K	Buy	+390	New	+$9.93K	﹤0.01%	860

Other funds holding LILA

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

Evercore Wealth Management's LILA Position: Q4 2017 in Review

Evercore Wealth Management sold out of Liberty Latin America Class A (LILA) in Q4 2017, closing a stake of 1,363 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in LILA in Q3 2015 and held it in 9 quarters. The position peaked at $24K in Q3 2016. 147 funds tracked by Wall St. Rank hold LILA as of Q4 2017.

Evercore Wealth Management reported no remaining Liberty Latin America Class A position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,363 Liberty Latin America Class A shares in Q4 2017, an estimated $21K.
Evercore Wealth Management first reported a position in Liberty Latin America Class A in Q3 2015 and held it in 9 quarters.
Evercore Wealth Management's Liberty Latin America Class A position peaked at $24K in Q3 2016.
147 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.