Evercore Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-250	Closed	-$25K	–	771
2017 Q4	$25K	Hold	250	–	–	﹤0.01%	692
2017 Q3	$23K	Hold	250	–	–	﹤0.01%	691
2017 Q2	$22K	Hold	250	–	–	﹤0.01%	704
2017 Q1	$24K	Hold	250	–	–	﹤0.01%	728
2016 Q4	$26K	Hold	250	–	–	﹤0.01%	716
2016 Q3	$24K	Sell	250 -850	-77%	-$80.7K	﹤0.01%	745
2016 Q2	$105K	Buy	1,100 +850	+340%	+$78.2K	﹤0.01%	455
2016 Q1	$21K	Hold	250	–	–	﹤0.01%	718
2015 Q4	$21K	Hold	250	–	–	﹤0.01%	761
2015 Q3	$21K	Hold	250	–	–	﹤0.01%	733
2015 Q2	$27K	Hold	250	–	–	﹤0.01%	739
2015 Q1	$27K	Buy	+250	New	+$27.3K	﹤0.01%	736

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Evercore Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2018, closing a stake of 250 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in VDE in Q1 2015 and held it in 12 quarters. The position peaked at $105K in Q2 2016. 324 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 250 Vanguard Energy ETF shares in Q1 2018, an estimated $25K.
Evercore Wealth Management first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Vanguard Energy ETF position peaked at $105K in Q2 2016.
324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

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