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 $8.26B AUM 15.11% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Evercore Wealth Management's LNG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Cheniere Energy (LNG) in Q1 2018, closing a stake of 500 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in LNG in Q4 2014 and held it in 13 quarters. The position peaked at $1.2M in Q1 2015. 441 funds tracked by Wall St. Rank hold LNG as of Q1 2018.

Evercore Wealth Management reported no remaining Cheniere Energy position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Cheniere Energy shares in Q1 2018, an estimated $27K.
Evercore Wealth Management first reported a position in Cheniere Energy in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Cheniere Energy position peaked at $1.2M in Q1 2015.
441 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.