Evercore Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,007	Closed	-$21K	–	667
2017 Q4	$21K	Sell	1,007 -4,600	-82%	-$93.7K	﹤0.01%	723
2017 Q3	$119K	Hold	5,607	–	–	﹤0.01%	430
2017 Q2	$147K	Hold	5,607	–	–	0.01%	408
2017 Q1	$177K	Hold	5,607	–	–	0.01%	390
2016 Q4	$181K	Sell	5,607 -890	-14%	-$28.1K	0.01%	393
2016 Q3	$204K	Buy	6,497 +5,490	+545%	+$157K	0.01%	369
2016 Q2	$28K	Buy	+1,007	New	+$24.4K	﹤0.01%	701
2016 Q1	–	Sell	-100	Closed	-$2K	–	989
2015 Q4	$2K	Sell	100 -1,640	-94%	-$44.2K	﹤0.01%	976
2015 Q3	$53K	Sell	1,740 -40,830	-96%	-$1.49M	﹤0.01%	578
2015 Q2	$1.85M	Sell	42,570 -1,180	-3%	-$56.6K	0.08%	143
2015 Q1	$2.13M	Hold	43,750	–	–	0.1%	132
2014 Q4	$2.25M	Buy	43,750 +2,010	+5%	+$107K	0.11%	121
2014 Q3	$2.46M	Sell	41,740 -1,168	-3%	-$68.5K	0.12%	129
2014 Q2	$2.58M	Buy	42,908 +10,000	+30%	+$569K	0.13%	124
2014 Q1	$1.81M	Buy	32,908 +1,340	+4%	+$70.3K	0.1%	135
2013 Q4	$1.63M	Hold	31,568	–	–	0.09%	153
2013 Q3	$1.66M	Sell	31,568 -3,832	-11%	-$205K	0.1%	173
2013 Q2	$1.98M	Buy	+35,400	New	+$2M	0.11%	160