Evercore Wealth Management’s Cheniere Energy LNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$27K	–	604
2017 Q4	$27K	Hold	500	–	–	﹤0.01%	673
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	687
2017 Q2	$24K	Sell	500 -15,000	-97%	-$716K	﹤0.01%	690
2017 Q1	$733K	Hold	15,500	–	–	0.03%	215
2016 Q4	$642K	Hold	15,500	–	–	0.03%	231
2016 Q3	$676K	Hold	15,500	–	–	0.03%	214
2016 Q2	$582K	Hold	15,500	–	–	0.03%	226
2016 Q1	$524K	Hold	15,500	–	–	0.02%	233
2015 Q4	$577K	Hold	15,500	–	–	0.03%	233
2015 Q3	$749K	Hold	15,500	–	–	0.04%	208
2015 Q2	$1.07M	Hold	15,500	–	–	0.05%	193
2015 Q1	$1.2M	Buy	15,500 +5,000	+48%	+$373K	0.06%	175
2014 Q4	$740K	Buy	+10,500	New	+$740K	0.04%	200

Other funds holding LNG

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return