EWM
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Evercore Wealth Management’s Toro Company TTC Stock Holding History

Evercore Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,212
Closed -$79K – 757
2017
Q4 		$79K Hold
1,212
– – ﹤0.01% 510
2017
Q3 		$75K Hold
1,212
– – ﹤0.01% 515
2017
Q2 		$84K Hold
1,212
– – ﹤0.01% 506
2017
Q1 		$76K Hold
1,212
– – ﹤0.01% 531
2016
Q4 		$67K Buy
1,212
+812
+203% +$41.4K ﹤0.01% 554
2016
Q3 		$19K Hold
400
– – ﹤0.01% 782
2016
Q2 		$18K Hold
400
– – ﹤0.01% 776
2016
Q1 		$17K Sell
400
-50
-11% -$1.92K ﹤0.01% 746
2015
Q4 		$16K Hold
450
– – ﹤0.01% 799
2015
Q3 		$16K Buy
450
+50
+13% +$1.74K ﹤0.01% 780
2015
Q2 		$14K Hold
400
– – ﹤0.01% 852
2015
Q1 		$14K Hold
400
– – ﹤0.01% 837
2014
Q4 		$13K Hold
400
– – ﹤0.01% 723
2014
Q3 		$12K Hold
400
– – ﹤0.01% 808
2014
Q2 		$13K Buy
+400
New +$12.8K ﹤0.01% 805

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JP Morgan Chase
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
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PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return