Evercore Wealth Management’s Magna International MGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-38	Closed	-$2K	–	1016
2017 Q1	$2K	Hold	38	–	–	﹤0.01%	949
2016 Q4	$2K	Buy	+38	New	+$1.6K	﹤0.01%	949
2016 Q1	–	Sell	-666	Closed	-$27K	–	979
2015 Q4	$27K	Buy	+666	New	+$31K	﹤0.01%	710
2013 Q4	–	Sell	-120	Closed	-$5K	–	937
2013 Q3	$5K	Buy	+120	New	+$4.7K	﹤0.01%	851

Other funds holding MGA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Evercore Wealth Management's MGA Position: Q2 2017 in Review

Evercore Wealth Management sold out of Magna International (MGA) in Q2 2017, closing a stake of 38 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in MGA in Q3 2013 and held it in 4 quarters. The position peaked at $27K in Q4 2015. 376 funds tracked by Wall St. Rank hold MGA as of Q2 2017.

Evercore Wealth Management reported no remaining Magna International position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 38 Magna International shares in Q2 2017, an estimated $2K.
Evercore Wealth Management first reported a position in Magna International in Q3 2013 and held it in 4 quarters.
Evercore Wealth Management's Magna International position peaked at $27K in Q4 2015.
376 funds tracked by Wall St. Rank held Magna International as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.