Evercore Wealth Management’s Reinsurance Group of America RGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-350	Closed	-$55K	–	694
2017 Q4	$55K	Hold	350	–	–	﹤0.01%	566
2017 Q3	$49K	Hold	350	–	–	﹤0.01%	577
2017 Q2	$45K	Hold	350	–	–	﹤0.01%	591
2017 Q1	$44K	Sell	350 -50	-13%	-$6.34K	﹤0.01%	626
2016 Q4	$50K	Hold	400	–	–	﹤0.01%	608
2016 Q3	$43K	Hold	400	–	–	﹤0.01%	631
2016 Q2	$39K	Hold	400	–	–	﹤0.01%	628
2016 Q1	$38K	Hold	400	–	–	﹤0.01%	621
2015 Q4	$34K	Buy	+400	New	+$36.2K	﹤0.01%	663

Other funds holding RGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's RGA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Reinsurance Group of America (RGA) in Q1 2018, closing a stake of 350 shares — an estimated $55K sold.

Evercore Wealth Management first reported a position in RGA in Q4 2015 and held it in 9 quarters. The position peaked at $55K in Q4 2017. 492 funds tracked by Wall St. Rank hold RGA as of Q1 2018.

Evercore Wealth Management reported no remaining Reinsurance Group of America position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 350 Reinsurance Group of America shares in Q1 2018, an estimated $55K.
Evercore Wealth Management first reported a position in Reinsurance Group of America in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's Reinsurance Group of America position peaked at $55K in Q4 2017.
492 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.