Evercore Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-100	Closed	-$2K	–	944
2017 Q2	$2K	Buy	+100	New	+$2.38K	﹤0.01%	942
2015 Q4	–	Sell	-8,066	Closed	-$118K	–	1059
2015 Q3	$118K	Hold	8,066	–	–	0.01%	465
2015 Q2	$127K	Hold	8,066	–	–	0.01%	490
2015 Q1	$115K	Hold	8,066	–	–	0.01%	509
2014 Q4	$111K	Hold	8,066	–	–	0.01%	452
2014 Q3	$88K	Hold	8,066	–	–	﹤0.01%	532
2014 Q2	$88K	Hold	8,066	–	–	﹤0.01%	530
2014 Q1	$89K	Hold	8,066	–	–	0.01%	506
2013 Q4	$98K	Hold	8,066	–	–	0.01%	460
2013 Q3	$88K	Buy	+8,066	New	+$89.1K	0.01%	504

Other funds holding SBCF

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Evercore Wealth Management's SBCF Position: Q3 2017 in Review

Evercore Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2017, closing a stake of 100 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in SBCF in Q3 2013 and held it in 10 quarters. The position peaked at $127K in Q2 2015. 132 funds tracked by Wall St. Rank hold SBCF as of Q3 2017.

Evercore Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 100 Seacoast Banking Corp of Florida shares in Q3 2017, an estimated $2K.
Evercore Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q3 2013 and held it in 10 quarters.
Evercore Wealth Management's Seacoast Banking Corp of Florida position peaked at $127K in Q2 2015.
132 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.