EWM
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Evercore Wealth Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 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

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SMH
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Northern Trust
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LPL Financial
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Wells Fargo
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LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evercore Wealth Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 104 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $3K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2016.

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