Evercore Wealth Management’s MRC Global MRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-167	Closed	-$3K	–	923
2017 Q3	$3K	Hold	167	–	–	﹤0.01%	869
2017 Q2	$3K	Hold	167	–	–	﹤0.01%	928
2017 Q1	$3K	Hold	167	–	–	﹤0.01%	931
2016 Q4	$3K	Hold	167	–	–	﹤0.01%	930
2016 Q3	$3K	Hold	167	–	–	﹤0.01%	980
2016 Q2	$2K	Buy	+167	New	+$2.32K	﹤0.01%	993

Other funds holding MRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Evercore Wealth Management sold out of MRC Global (MRC) in Q4 2017, closing a stake of 167 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in MRC in Q2 2016 and held it in 6 quarters. The position peaked at $3K in Q3 2017. 165 funds tracked by Wall St. Rank hold MRC as of Q4 2017.

Evercore Wealth Management reported no remaining MRC Global position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 167 MRC Global shares in Q4 2017, an estimated $3K.
Evercore Wealth Management first reported a position in MRC Global in Q2 2016 and held it in 6 quarters.
Evercore Wealth Management's MRC Global position peaked at $3K in Q3 2017.
165 funds tracked by Wall St. Rank held MRC Global as of Q4 2017.

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