EWM
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Evercore Wealth Management’s Principal Financial Group PFG Stock Holding History

Evercore Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-80
Closed -$5K – 936
2017
Q2 		$5K Hold
80
– – ﹤0.01% 895
2017
Q1 		$5K Sell
80
-25
-24% -$1.52K ﹤0.01% 884
2016
Q4 		$6K Sell
105
-47
-31% -$2.63K ﹤0.01% 875
2016
Q3 		$8K Hold
152
– – ﹤0.01% 890
2016
Q2 		$6K Buy
+152
New +$6.42K ﹤0.01% 906
2013
Q4 		– Sell
-103
Closed -$4K – 956
2013
Q3 		$4K Buy
+103
New +$4.29K ﹤0.01% 901

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM