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Evercore Wealth Management’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF 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 $9.42B AUM 17.63% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Evercore Wealth Management sold out of Northern Trust iBoxx 3-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 3-Year Target Duration TIPS ETF position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,471 Northern Trust iBoxx 3-Year Target Duration TIPS ETF shares in Q4 2016, an estimated $37K.
  • Evercore Wealth Management first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $37K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q4 2016.

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