EWM
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Evercore Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Evercore Wealth Management’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,471
Closed -$37K – 1093
2016
Q3 		$37K Hold
1,471
– – ﹤0.01% 662
2016
Q2 		$37K Buy
+1,471
New +$36.4K ﹤0.01% 637

Other funds holding TDTT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
PFM
PacWest Financial Management Phoenix, Arizona $1.69B AUM 8.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Evercore Wealth Management's TDTT Position: Q4 2016 in Review

Evercore Wealth Management sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q4 2016, closing a stake of 1,471 shares — an estimated $37K sold.

Evercore Wealth Management first reported a position in TDTT in Q2 2016 and held it in 2 quarters. The position peaked at $37K in Q3 2016. 46 funds tracked by Wall St. Rank hold TDTT as of Q4 2016.

  • Evercore Wealth Management reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,471 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q4 2016, an estimated $37K.
  • Evercore Wealth Management first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $37K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.