Evercore Wealth Management’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$68K	–	841
2017 Q4	$68K	Hold	3,000	–	–	﹤0.01%	536
2017 Q3	$69K	Hold	3,000	–	–	﹤0.01%	531
2017 Q2	$65K	Sell	3,000 -77	-3%	-$1.66K	﹤0.01%	543
2017 Q1	$64K	Hold	3,077	–	–	﹤0.01%	557
2016 Q4	$62K	Sell	3,077 -428	-12%	-$8.51K	﹤0.01%	565
2016 Q3	$72K	Hold	3,505	–	–	﹤0.01%	535
2016 Q2	$67K	Hold	3,505	–	–	﹤0.01%	525
2016 Q1	$68K	Sell	3,505 -495	-12%	-$8.67K	﹤0.01%	518
2015 Q4	$69K	Sell	4,000 -838	-17%	-$16.6K	﹤0.01%	540
2015 Q3	$94K	Sell	4,838 -1,500	-24%	-$30.5K	﹤0.01%	493
2015 Q2	$138K	Sell	6,338 -471	-7%	-$10.6K	0.01%	481
2015 Q1	$152K	Buy	6,809 +505	+8%	+$12K	0.01%	466
2014 Q4	$170K	Hold	6,304	–	–	0.01%	389
2014 Q3	$155K	Buy	6,304 +228	+4%	+$5.75K	0.01%	444
2014 Q2	$156K	Buy	6,076 +576	+10%	+$14.2K	0.01%	433
2014 Q1	$131K	Hold	5,500	–	–	0.01%	435
2013 Q4	$134K	Hold	5,500	–	–	0.01%	414
2013 Q3	$128K	Hold	5,500	–	–	0.01%	453
2013 Q2	$132K	Buy	+5,500	New	+$126K	0.01%	450

Other funds holding SJR

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of Shaw Communications Inc. (SJR) in Q1 2018, closing a stake of 3,000 shares — an estimated $68K sold.

Evercore Wealth Management first reported a position in SJR in Q2 2013 and held it in 19 quarters. The position peaked at $170K in Q4 2014. 217 funds tracked by Wall St. Rank hold SJR as of Q1 2018.

Evercore Wealth Management reported no remaining Shaw Communications Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 Shaw Communications Inc. shares in Q1 2018, an estimated $68K.
Evercore Wealth Management first reported a position in Shaw Communications Inc. in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Shaw Communications Inc. position peaked at $170K in Q4 2014.
217 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q1 2018.

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