EWM
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Evercore Wealth Management’s Vale VALE Stock Holding History

Evercore Wealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,105
Closed -$23K – 979
2014
Q3 		$23K Buy
2,105
+1,805
+602% +$24.1K ﹤0.01% 720
2014
Q2 		$4K Sell
300
-500
-63% -$6.75K ﹤0.01% 934
2014
Q1 		$11K Hold
800
– – ﹤0.01% 820
2013
Q4 		$12K Buy
800
+197
+33% +$3.06K ﹤0.01% 748
2013
Q3 		$9K Buy
+603
New +$8.92K ﹤0.01% 771

Other funds holding VALE

AAM
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Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return