Evercore Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,341	Closed	-$111K	–	933
2017 Q2	$111K	Hold	1,341	–	–	﹤0.01%	449
2017 Q1	$108K	Hold	1,341	–	–	﹤0.01%	465
2016 Q4	$102K	Hold	1,341	–	–	﹤0.01%	491
2016 Q3	$99K	Hold	1,341	–	–	﹤0.01%	486
2016 Q2	$96K	Hold	1,341	–	–	﹤0.01%	466
2016 Q1	$94K	Hold	1,341	–	–	﹤0.01%	465
2015 Q4	$94K	Hold	1,341	–	–	﹤0.01%	484
2015 Q3	$88K	Hold	1,341	–	–	﹤0.01%	500
2015 Q2	$94K	Hold	1,341	–	–	﹤0.01%	530
2015 Q1	$94K	Buy	+1,341	New	+$94.5K	﹤0.01%	537

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's MGC Position: Q3 2017 in Review

Evercore Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2017, closing a stake of 1,341 shares — an estimated $111K sold.

Evercore Wealth Management first reported a position in MGC in Q1 2015 and held it in 10 quarters. The position peaked at $111K in Q2 2017. 105 funds tracked by Wall St. Rank hold MGC as of Q3 2017.

Evercore Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,341 Vanguard Morningstar Mega Cap ETF shares in Q3 2017, an estimated $111K.
Evercore Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2015 and held it in 10 quarters.
Evercore Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $111K in Q2 2017.
105 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.