Evercore Wealth Management’s UBS Group UBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$55K	–	762
2017 Q4	$55K	Hold	3,000	–	–	﹤0.01%	567
2017 Q3	$51K	Hold	3,000	–	–	﹤0.01%	571
2017 Q2	$51K	Sell	3,000 -240	-7%	-$3.9K	﹤0.01%	571
2017 Q1	$52K	Hold	3,240	–	–	﹤0.01%	592
2016 Q4	$51K	Buy	3,240 +240	+8%	+$3.62K	﹤0.01%	606
2016 Q3	$41K	Hold	3,000	–	–	﹤0.01%	643
2016 Q2	$39K	Hold	3,000	–	–	﹤0.01%	630
2016 Q1	$48K	Hold	3,000	–	–	﹤0.01%	573
2015 Q4	$58K	Buy	+3,000	New	+$58.5K	﹤0.01%	566

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evercore Wealth Management sold out of UBS Group (UBS) in Q1 2018, closing a stake of 3,000 shares — an estimated $55K sold.

Evercore Wealth Management first reported a position in UBS in Q4 2015 and held it in 9 quarters. The position peaked at $58K in Q4 2015. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Evercore Wealth Management reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 UBS Group shares in Q1 2018, an estimated $55K.
Evercore Wealth Management first reported a position in UBS Group in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's UBS Group position peaked at $58K in Q4 2015.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

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