EWM
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Evercore Wealth Management’s Prudential PUK Stock Holding History

Evercore Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-119
Closed -$5K – 1032
2014
Q1 		$5K Hold
119
– – ﹤0.01% 859
2013
Q4 		$5K Sell
119
-81
-41% -$3.4K ﹤0.01% 800
2013
Q3 		$7K Buy
+200
New +$7K ﹤0.01% 803