Evercore Wealth Management’s NetApp NTAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-3,661	Closed	-$219K	–	409
2018 Q4	$219K	Buy	3,661 +61	+2%	+$4.38K	0.01%	350
2018 Q3	$309K	Hold	3,600	–	–	0.01%	341
2018 Q2	$283K	Buy	+3,600	New	+$253K	0.01%	339
2018 Q1	–	Sell	-100	Closed	-$6K	–	654
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	847
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	854
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	910
2017 Q1	$4K	Sell	100 -32	-24%	-$1.26K	﹤0.01%	902
2016 Q4	$5K	Sell	132 -704	-84%	-$24.6K	﹤0.01%	890
2016 Q3	$30K	Hold	836	–	–	﹤0.01%	708
2016 Q2	$20K	Hold	836	–	–	﹤0.01%	757
2016 Q1	$23K	Hold	836	–	–	﹤0.01%	698
2015 Q4	$23K	Buy	836 +736	+736%	+$23K	﹤0.01%	741
2015 Q3	$3K	Sell	100 -1,700	-94%	-$52.4K	﹤0.01%	912
2015 Q2	$56K	Buy	1,800 +1,500	+500%	+$52K	﹤0.01%	619
2015 Q1	$12K	Hold	300	–	–	﹤0.01%	851
2014 Q4	$12K	Hold	300	–	–	﹤0.01%	727
2014 Q3	$12K	Hold	300	–	–	﹤0.01%	804
2014 Q2	$12K	Buy	+300	New	+$10.8K	﹤0.01%	813
2013 Q4	–	Sell	-55	Closed	-$2K	–	948
2013 Q3	$2K	Buy	+55	New	+$2.29K	﹤0.01%	960

Other funds holding NTAP

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return