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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return