EWM
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return