Evercore Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,004	Closed	-$26K	–	1090
2016 Q3	$26K	Hold	1,004	–	–	﹤0.01%	729
2016 Q2	$25K	Hold	1,004	–	–	﹤0.01%	718
2016 Q1	$24K	Hold	1,004	–	–	﹤0.01%	690
2015 Q4	$24K	Hold	1,004	–	–	﹤0.01%	734
2015 Q3	$23K	Hold	1,004	–	–	﹤0.01%	719
2015 Q2	$25K	Hold	1,004	–	–	﹤0.01%	754
2015 Q1	$25K	Buy	+1,004	New	+$25.3K	﹤0.01%	751

Other funds holding SPYV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

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

Evercore Wealth Management's SPYV Position: Q4 2016 in Review

Evercore Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2016, closing a stake of 1,004 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in SPYV in Q1 2015 and held it in 7 quarters. The position peaked at $26K in Q3 2016. 53 funds tracked by Wall St. Rank hold SPYV as of Q4 2016.

Evercore Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,004 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2016, an estimated $26K.
Evercore Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2015 and held it in 7 quarters.
Evercore Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $26K in Q3 2016.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.