Evercore Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,465	Closed	-$118K	–	728
2017 Q4	$118K	Hold	2,465	–	–	﹤0.01%	439
2017 Q3	$113K	Hold	2,465	–	–	﹤0.01%	442
2017 Q2	$110K	Hold	2,465	–	–	﹤0.01%	452
2017 Q1	$107K	Hold	2,465	–	–	﹤0.01%	468
2016 Q4	$102K	Hold	2,465	–	–	﹤0.01%	494
2016 Q3	$102K	Hold	2,465	–	–	﹤0.01%	477
2016 Q2	$105K	Hold	2,465	–	–	﹤0.01%	454
2016 Q1	$99K	Hold	2,465	–	–	﹤0.01%	459
2015 Q4	$95K	Hold	2,465	–	–	﹤0.01%	482
2015 Q3	$89K	Hold	2,465	–	–	﹤0.01%	499
2015 Q2	$90K	Hold	2,465	–	–	﹤0.01%	541
2015 Q1	$93K	Buy	+2,465	New	+$93.9K	﹤0.01%	538

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evercore Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2018, closing a stake of 2,465 shares — an estimated $118K sold.

Evercore Wealth Management first reported a position in SPLV in Q1 2015 and held it in 12 quarters. The position peaked at $118K in Q4 2017. 368 funds tracked by Wall St. Rank hold SPLV as of Q1 2018.

Evercore Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,465 Invesco S&P 500 Low Volatility ETF shares in Q1 2018, an estimated $118K.
Evercore Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $118K in Q4 2017.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2018.

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