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Evercore Wealth Management’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Evercore Wealth Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-104
Closed -$3K – 1009
2015
Q4 		$3K Buy
+104
New +$2.55K ﹤0.01% 967

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evercore Wealth Management's TDTF Position: Q1 2016 in Review

Evercore Wealth Management sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) in Q1 2016, closing a stake of 104 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in TDTF in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 23 funds tracked by Wall St. Rank hold TDTF as of Q1 2016.

  • Evercore Wealth Management reported no remaining Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 104 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $3K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.