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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return