EWM
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Evercore Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Evercore Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1
Closed – – 1018
2015
Q4 		$0 Buy
+1
New +$102 ﹤0.01% 1070

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evercore Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2016, closing a stake of 1 share.

Evercore Wealth Management first reported a position in VIS in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 112 funds tracked by Wall St. Rank hold VIS as of Q1 2016.

  • Evercore Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1 Vanguard Industrials ETF share in Q1 2016.
  • Evercore Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Vanguard Industrials ETF position peaked at $0 in Q4 2015.
  • 112 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2016.

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