EWM
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Evercore Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Evercore Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,850
Closed -$305K – 1007
2015
Q4 		$305K Buy
+11,850
New +$314K 0.01% 312

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evercore Wealth Management's SPDW Position: Q1 2016 in Review

Evercore Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2016, closing a stake of 11,850 shares — an estimated $305K sold.

Evercore Wealth Management first reported a position in SPDW in Q4 2015 and held it in 1 quarter. The position peaked at $305K in Q4 2015. 47 funds tracked by Wall St. Rank hold SPDW as of Q1 2016.

  • Evercore Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 11,850 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2016, an estimated $305K.
  • Evercore Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $305K in Q4 2015.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.