Evercore Wealth Management’s DOMTAR CORPORATION (New) UFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-652	Closed	-$25K	–	994
2017 Q2	$25K	Hold	652	–	–	﹤0.01%	684
2017 Q1	$24K	Hold	652	–	–	﹤0.01%	730
2016 Q4	$25K	Hold	652	–	–	﹤0.01%	723
2016 Q3	$24K	Hold	652	–	–	﹤0.01%	747
2016 Q2	$23K	Buy	+652	New	+$25.1K	﹤0.01%	731

Other funds holding UFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's UFS Position: Q3 2017 in Review

Evercore Wealth Management sold out of DOMTAR CORPORATION (New) (UFS) in Q3 2017, closing a stake of 652 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in UFS in Q2 2016 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 259 funds tracked by Wall St. Rank hold UFS as of Q3 2017.

Evercore Wealth Management reported no remaining DOMTAR CORPORATION (New) position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 652 DOMTAR CORPORATION (New) shares in Q3 2017, an estimated $25K.
Evercore Wealth Management first reported a position in DOMTAR CORPORATION (New) in Q2 2016 and held it in 5 quarters.
Evercore Wealth Management's DOMTAR CORPORATION (New) position peaked at $25K in Q2 2017.
259 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.