Evercore Wealth Management’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-12,000	Closed	-$23K	–	414
2018 Q4	$23K	Hold	12,000	–	–	﹤0.01%	369
2018 Q3	$32K	Sell	12,000 -15,000	-56%	-$39.7K	﹤0.01%	423
2018 Q2	$70K	Buy	+27,000	New	+$61.9K	﹤0.01%	400
2017 Q3	–	Sell	-6,000	Closed	-$17K	–	970
2017 Q2	$17K	Hold	6,000	–	–	﹤0.01%	745
2017 Q1	$17K	Hold	6,000	–	–	﹤0.01%	780
2016 Q4	$18K	Hold	6,000	–	–	﹤0.01%	767
2016 Q3	$17K	Hold	6,000	–	–	﹤0.01%	803
2016 Q2	$16K	Hold	6,000	–	–	﹤0.01%	795
2016 Q1	$15K	Hold	6,000	–	–	﹤0.01%	767
2015 Q4	$18K	Hold	6,000	–	–	﹤0.01%	784
2015 Q3	$26K	Hold	6,000	–	–	﹤0.01%	691
2015 Q2	$44K	Hold	6,000	–	–	﹤0.01%	663
2015 Q1	$42K	Buy	+6,000	New	+$42K	﹤0.01%	655
2014 Q2	–	Sell	-2,000	Closed	-$24K	–	1053
2014 Q1	$24K	Buy	+2,000	New	+$25.3K	﹤0.01%	720

Other funds holding PER

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Evercore Wealth Management's PER Position: Q1 2019 in Review

Evercore Wealth Management sold out of SANDRIDGE PERMIAN TRUST (PER) in Q1 2019, closing a stake of 12,000 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in PER in Q1 2014 and held it in 14 quarters. The position peaked at $70K in Q2 2018. 33 funds tracked by Wall St. Rank hold PER as of Q1 2019.

Evercore Wealth Management reported no remaining SANDRIDGE PERMIAN TRUST position as of Q1 2019 after selling out during the quarter.
Evercore Wealth Management sold 12,000 SANDRIDGE PERMIAN TRUST shares in Q1 2019, an estimated $23K.
Evercore Wealth Management first reported a position in SANDRIDGE PERMIAN TRUST in Q1 2014 and held it in 14 quarters.
Evercore Wealth Management's SANDRIDGE PERMIAN TRUST position peaked at $70K in Q2 2018.
33 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2019.

Based on Evercore Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.