Evercore Wealth Management’s TC Pipelines LP TCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-420	Closed	-$22K	–	861
2017 Q4	$22K	Hold	420	–	–	﹤0.01%	719
2017 Q3	$22K	Sell	420 -810	-66%	-$43.6K	﹤0.01%	703
2017 Q2	$68K	Hold	1,230	–	–	﹤0.01%	537
2017 Q1	$73K	Hold	1,230	–	–	﹤0.01%	538
2016 Q4	$72K	Hold	1,230	–	–	﹤0.01%	542
2016 Q3	$70K	Hold	1,230	–	–	﹤0.01%	542
2016 Q2	$70K	Hold	1,230	–	–	﹤0.01%	516
2016 Q1	$59K	Hold	1,230	–	–	﹤0.01%	539
2015 Q4	$61K	Hold	1,230	–	–	﹤0.01%	560
2015 Q3	$59K	Hold	1,230	–	–	﹤0.01%	559
2015 Q2	$70K	Hold	1,230	–	–	﹤0.01%	580
2015 Q1	$80K	Hold	1,230	–	–	﹤0.01%	567
2014 Q4	$88K	Buy	+1,230	New	+$84.4K	﹤0.01%	482

Other funds holding TCP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Evercore Wealth Management sold out of TC Pipelines LP (TCP) in Q1 2018, closing a stake of 420 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in TCP in Q4 2014 and held it in 13 quarters. The position peaked at $88K in Q4 2014. 163 funds tracked by Wall St. Rank hold TCP as of Q1 2018.

Evercore Wealth Management reported no remaining TC Pipelines LP position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 420 TC Pipelines LP shares in Q1 2018, an estimated $22K.
Evercore Wealth Management first reported a position in TC Pipelines LP in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's TC Pipelines LP position peaked at $88K in Q4 2014.
163 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2018.

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