Evercore Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-103	Closed	-$13K	–	1017
2015 Q4	$13K	Buy	+103	New	+$12.8K	﹤0.01%	826

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIA

Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return

Evercore Wealth Management's VCR Position: Q1 2016 in Review

Evercore Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2016, closing a stake of 103 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in VCR in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 145 funds tracked by Wall St. Rank hold VCR as of Q1 2016.

Evercore Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 103 Vanguard Consumer Discretionary ETF shares in Q1 2016, an estimated $13K.
Evercore Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2015 and held it in 1 quarter.
Evercore Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $13K in Q4 2015.
145 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.