Evercore Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$65K	–	740
2017 Q4	$65K	Hold	3,000	–	–	﹤0.01%	542
2017 Q3	$62K	Hold	3,000	–	–	﹤0.01%	544
2017 Q2	$61K	Hold	3,000	–	–	﹤0.01%	553
2017 Q1	$56K	Hold	3,000	–	–	﹤0.01%	579
2016 Q4	$49K	Hold	3,000	–	–	﹤0.01%	612
2016 Q3	$53K	Hold	3,000	–	–	﹤0.01%	584
2016 Q2	$52K	Hold	3,000	–	–	﹤0.01%	573
2016 Q1	$51K	Hold	3,000	–	–	﹤0.01%	562
2015 Q4	$53K	Hold	3,000	–	–	﹤0.01%	585
2015 Q3	$56K	Hold	3,000	–	–	﹤0.01%	567
2015 Q2	$74K	Hold	3,000	–	–	﹤0.01%	570
2015 Q1	$75K	Buy	+3,000	New	+$71.9K	﹤0.01%	574
2014 Q4	–	Sell	-3,000	Closed	-$77K	–	973
2014 Q3	$77K	Hold	3,000	–	–	﹤0.01%	549
2014 Q2	$78K	Buy	+3,000	New	+$74.8K	﹤0.01%	547

Other funds holding TDF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of Templeton Dragon Fund (TDF) in Q1 2018, closing a stake of 3,000 shares — an estimated $65K sold.

Evercore Wealth Management first reported a position in TDF in Q2 2014 and held it in 14 quarters. The position peaked at $78K in Q2 2014. 77 funds tracked by Wall St. Rank hold TDF as of Q1 2018.

Evercore Wealth Management reported no remaining Templeton Dragon Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 Templeton Dragon Fund shares in Q1 2018, an estimated $65K.
Evercore Wealth Management first reported a position in Templeton Dragon Fund in Q2 2014 and held it in 14 quarters.
Evercore Wealth Management's Templeton Dragon Fund position peaked at $78K in Q2 2014.
77 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2018.

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