Evercore Wealth Management’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,000	Closed	-$30K	–	1053
2016 Q4	$30K	Sell	2,000 -3,900	-66%	-$52.7K	﹤0.01%	693
2016 Q3	$70K	Hold	5,900	–	–	﹤0.01%	541
2016 Q2	$56K	Hold	5,900	–	–	﹤0.01%	561
2016 Q1	$60K	Hold	5,900	–	–	﹤0.01%	537
2015 Q4	$61K	Buy	+5,900	New	+$60.5K	﹤0.01%	559
2014 Q4	–	Sell	-11,000	Closed	-$220K	–	1017
2014 Q3	$220K	Hold	11,000	–	–	0.01%	377
2014 Q2	$262K	Hold	11,000	–	–	0.01%	352
2014 Q1	$286K	Hold	11,000	–	–	0.02%	329
2013 Q4	$254K	Buy	11,000 +5,000	+83%	+$117K	0.01%	342
2013 Q3	$130K	Hold	6,000	–	–	0.01%	448
2013 Q2	$126K	Buy	+6,000	New	+$132K	0.01%	460

Other funds holding VWTR

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Evercore Wealth Management's VWTR Position: Q1 2017 in Review

Evercore Wealth Management sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q1 2017, closing a stake of 2,000 shares — an estimated $30K sold.

Evercore Wealth Management first reported a position in VWTR in Q2 2013 and held it in 11 quarters. The position peaked at $286K in Q1 2014. 92 funds tracked by Wall St. Rank hold VWTR as of Q1 2017.

Evercore Wealth Management reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,000 Vidler Water Resouces, Inc. Common Stock shares in Q1 2017, an estimated $30K.
Evercore Wealth Management first reported a position in Vidler Water Resouces, Inc. Common Stock in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's Vidler Water Resouces, Inc. Common Stock position peaked at $286K in Q1 2014.
92 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.