Evercore Wealth Management’s Vectren Corporation VVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$26K	–	891
2017 Q4	$26K	Hold	400	–	–	﹤0.01%	685
2017 Q3	$26K	Hold	400	–	–	﹤0.01%	664
2017 Q2	$23K	Hold	400	–	–	﹤0.01%	699
2017 Q1	$23K	Hold	400	–	–	﹤0.01%	737
2016 Q4	$21K	Hold	400	–	–	﹤0.01%	750
2016 Q3	$20K	Hold	400	–	–	﹤0.01%	773
2016 Q2	$21K	Hold	400	–	–	﹤0.01%	752
2016 Q1	$20K	Hold	400	–	–	﹤0.01%	729
2015 Q4	$17K	Hold	400	–	–	﹤0.01%	796
2015 Q3	$17K	Sell	400 -238	-37%	-$9.69K	﹤0.01%	775
2015 Q2	$24K	Buy	638 +238	+60%	+$10K	﹤0.01%	767
2015 Q1	$18K	Hold	400	–	–	﹤0.01%	806
2014 Q4	$18K	Hold	400	–	–	﹤0.01%	683
2014 Q3	$16K	Hold	400	–	–	﹤0.01%	771
2014 Q2	$17K	Buy	+400	New	+$16K	﹤0.01%	766

Other funds holding VVC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Evercore Wealth Management sold out of Vectren Corporation (VVC) in Q1 2018, closing a stake of 400 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in VVC in Q2 2014 and held it in 15 quarters. The position peaked at $26K in Q4 2017. 363 funds tracked by Wall St. Rank hold VVC as of Q1 2018.

Evercore Wealth Management reported no remaining Vectren Corporation position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 400 Vectren Corporation shares in Q1 2018, an estimated $26K.
Evercore Wealth Management first reported a position in Vectren Corporation in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's Vectren Corporation position peaked at $26K in Q4 2017.
363 funds tracked by Wall St. Rank held Vectren Corporation as of Q1 2018.

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