Evercore Wealth Management’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-82	Closed	-$4K	–	750
2017 Q4	$4K	Hold	82	–	–	﹤0.01%	866
2017 Q3	$4K	Hold	82	–	–	﹤0.01%	859
2017 Q2	$4K	Hold	82	–	–	﹤0.01%	914
2017 Q1	$4K	Hold	82	–	–	﹤0.01%	907
2016 Q4	$4K	Hold	82	–	–	﹤0.01%	912
2016 Q3	$4K	Hold	82	–	–	﹤0.01%	966
2016 Q2	$4K	Sell	82 -127	-61%	-$6.05K	﹤0.01%	960
2016 Q1	$10K	Hold	209	–	–	﹤0.01%	809
2015 Q4	$9K	Hold	209	–	–	﹤0.01%	867
2015 Q3	$10K	Sell	209 -324	-61%	-$14.8K	﹤0.01%	838
2015 Q2	$25K	Sell	533 -618	-54%	-$28.9K	﹤0.01%	755
2015 Q1	$54K	Buy	1,151 +987	+602%	+$45.3K	﹤0.01%	615
2014 Q4	$8K	Buy	+164	New	+$7.26K	﹤0.01%	768

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Evercore Wealth Management sold out of Thomson Reuters (TRI) in Q1 2018, closing a stake of 82 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in TRI in Q4 2014 and held it in 13 quarters. The position peaked at $54K in Q1 2015. 304 funds tracked by Wall St. Rank hold TRI as of Q1 2018.

Evercore Wealth Management reported no remaining Thomson Reuters position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 82 Thomson Reuters shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in Thomson Reuters in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Thomson Reuters position peaked at $54K in Q1 2015.
304 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2018.

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