Evercore Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-189	Closed	-$14K	–	785
2017 Q4	$14K	Hold	189	–	–	﹤0.01%	777
2017 Q3	$13K	Hold	189	–	–	﹤0.01%	766
2017 Q2	$12K	Hold	189	–	–	﹤0.01%	799
2017 Q1	$12K	Hold	189	–	–	﹤0.01%	814
2016 Q4	$11K	Hold	189	–	–	﹤0.01%	818
2016 Q3	$11K	Sell	189 -189	-50%	-$11.1K	﹤0.01%	863
2016 Q2	$21K	Hold	378	–	–	﹤0.01%	751
2016 Q1	$21K	Hold	378	–	–	﹤0.01%	719
2015 Q4	$21K	Hold	378	–	–	﹤0.01%	762
2015 Q3	$20K	Hold	378	–	–	﹤0.01%	745
2015 Q2	$23K	Sell	378 -238	-39%	-$15K	﹤0.01%	772
2015 Q1	$38K	Buy	+616	New	+$36.6K	﹤0.01%	670
2014 Q4	–	Sell	-616	Closed	-$37K	–	996
2014 Q3	$37K	Hold	616	–	–	﹤0.01%	651
2014 Q2	$38K	Hold	616	–	–	﹤0.01%	651
2014 Q1	$36K	Hold	616	–	–	﹤0.01%	648
2013 Q4	$38K	Hold	616	–	–	﹤0.01%	600
2013 Q3	$37K	Sell	616 -947	-61%	-$55.4K	﹤0.01%	604
2013 Q2	$87K	Buy	+1,563	New	+$91.4K	﹤0.01%	506

Other funds holding VPL

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Evercore Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2018, closing a stake of 189 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in VPL in Q2 2013 and held it in 18 quarters. The position peaked at $87K in Q2 2013. 260 funds tracked by Wall St. Rank hold VPL as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 189 Vanguard FTSE Pacific ETF shares in Q1 2018, an estimated $14K.
Evercore Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Vanguard FTSE Pacific ETF position peaked at $87K in Q2 2013.
260 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2018.

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