Evercore Wealth Management’s Universal Corp UVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-529	Closed	-$28K	–	767
2017 Q4	$28K	Hold	529	–	–	﹤0.01%	667
2017 Q3	$30K	Hold	529	–	–	﹤0.01%	637
2017 Q2	$34K	Hold	529	–	–	﹤0.01%	630
2017 Q1	$37K	Hold	529	–	–	﹤0.01%	646
2016 Q4	$34K	Sell	529 -100	-16%	-$5.71K	﹤0.01%	672
2016 Q3	$37K	Hold	629	–	–	﹤0.01%	663
2016 Q2	$37K	Buy	629 +100	+19%	+$5.51K	﹤0.01%	638
2016 Q1	$30K	Hold	529	–	–	﹤0.01%	661
2015 Q4	$30K	Hold	529	–	–	﹤0.01%	691
2015 Q3	$26K	Hold	529	–	–	﹤0.01%	687
2015 Q2	$30K	Hold	529	–	–	﹤0.01%	723
2015 Q1	$25K	Sell	529 -300	-36%	-$13.3K	﹤0.01%	752
2014 Q4	$36K	Buy	829 +300	+57%	+$12.6K	﹤0.01%	587
2014 Q3	$23K	Hold	529	–	–	﹤0.01%	719
2014 Q2	$29K	Hold	529	–	–	﹤0.01%	685
2014 Q1	$30K	Hold	529	–	–	﹤0.01%	673
2013 Q4	$29K	Sell	529 -49	-8%	-$2.54K	﹤0.01%	632
2013 Q3	$29K	Buy	578 +49	+9%	+$2.71K	﹤0.01%	632
2013 Q2	$31K	Buy	+529	New	+$30.8K	﹤0.01%	619