Evercore Wealth Management’s Teradata TDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-124	Closed	-$5K	–	739
2017 Q4	$5K	Hold	124	–	–	﹤0.01%	854
2017 Q3	$4K	Hold	124	–	–	﹤0.01%	857
2017 Q2	$4K	Hold	124	–	–	﹤0.01%	912
2017 Q1	$4K	Sell	124 -50	-29%	-$1.51K	﹤0.01%	905
2016 Q4	$5K	Hold	174	–	–	﹤0.01%	893
2016 Q3	$5K	Hold	174	–	–	﹤0.01%	938
2016 Q2	$5K	Buy	174 +24	+16%	+$637	﹤0.01%	925
2016 Q1	$4K	Hold	150	–	–	﹤0.01%	887
2015 Q4	$4K	Hold	150	–	–	﹤0.01%	950
2015 Q3	$4K	Hold	150	–	–	﹤0.01%	903
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	977
2015 Q1	$6K	Sell	150 -230	-61%	-$10.1K	﹤0.01%	920
2014 Q4	$16K	Buy	380 +230	+153%	+$9.85K	﹤0.01%	699
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	861
2014 Q2	$6K	Sell	150 -48	-24%	-$2.1K	﹤0.01%	895
2014 Q1	$9K	Buy	+198	New	+$8.93K	﹤0.01%	829
2013 Q4	–	Sell	-35,400	Closed	-$1.96M	–	981
2013 Q3	$1.96M	Sell	35,400 -6,570	-16%	-$386K	0.11%	163
2013 Q2	$2.11M	Buy	+41,970	New	+$2.26M	0.12%	156

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Evercore Wealth Management sold out of Teradata (TDC) in Q1 2018, closing a stake of 124 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in TDC in Q2 2013 and held it in 18 quarters. The position peaked at $2.11M in Q2 2013. 359 funds tracked by Wall St. Rank hold TDC as of Q1 2018.

Evercore Wealth Management reported no remaining Teradata position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 124 Teradata shares in Q1 2018, an estimated $5K.
Evercore Wealth Management first reported a position in Teradata in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Teradata position peaked at $2.11M in Q2 2013.
359 funds tracked by Wall St. Rank held Teradata as of Q1 2018.

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