Evercore Wealth Management’s VanEck Agribusiness ETF MOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-203	Closed	-$12K	–	922
2017 Q3	$12K	Hold	203	–	–	﹤0.01%	776
2017 Q2	$11K	Hold	203	–	–	﹤0.01%	812
2017 Q1	$11K	Hold	203	–	–	﹤0.01%	817
2016 Q4	$10K	Buy	+203	New	+$10.3K	﹤0.01%	826
2016 Q2	–	Sell	-105	Closed	-$5K	–	1032
2016 Q1	$5K	Hold	105	–	–	﹤0.01%	856
2015 Q4	$5K	Hold	105	–	–	﹤0.01%	917
2015 Q3	$5K	Hold	105	–	–	﹤0.01%	889
2015 Q2	$6K	Hold	105	–	–	﹤0.01%	976
2015 Q1	$6K	Buy	+105	New	+$5.67K	﹤0.01%	919
2014 Q4	–	Sell	-1,705	Closed	-$91K	–	941
2014 Q3	$91K	Buy	1,705 +1,600	+1,524%	+$86.2K	﹤0.01%	526
2014 Q2	$6K	Sell	105 -30	-22%	-$1.64K	﹤0.01%	892
2014 Q1	$8K	Sell	135 -350	-72%	-$18.5K	﹤0.01%	834
2013 Q4	$27K	Hold	485	–	–	﹤0.01%	644
2013 Q3	$25K	Buy	485 +110	+29%	+$5.63K	﹤0.01%	651
2013 Q2	$20K	Buy	+375	New	+$20K	﹤0.01%	663

Other funds holding MOO

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

SCA

Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Evercore Wealth Management sold out of VanEck Agribusiness ETF (MOO) in Q4 2017, closing a stake of 203 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in MOO in Q2 2013 and held it in 15 quarters. The position peaked at $91K in Q3 2014. 134 funds tracked by Wall St. Rank hold MOO as of Q4 2017.

Evercore Wealth Management reported no remaining VanEck Agribusiness ETF position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 203 VanEck Agribusiness ETF shares in Q4 2017, an estimated $12K.
Evercore Wealth Management first reported a position in VanEck Agribusiness ETF in Q2 2013 and held it in 15 quarters.
Evercore Wealth Management's VanEck Agribusiness ETF position peaked at $91K in Q3 2014.
134 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q4 2017.

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