Evercore Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,750	Closed	-$101K	–	801
2017 Q4	$101K	Hold	1,750	–	–	﹤0.01%	463
2017 Q3	$100K	Hold	1,750	–	–	﹤0.01%	462
2017 Q2	$97K	Hold	1,750	–	–	﹤0.01%	473
2017 Q1	$96K	Hold	1,750	–	–	﹤0.01%	492
2016 Q4	$91K	Hold	1,750	–	–	﹤0.01%	510
2016 Q3	$100K	Hold	1,750	–	–	﹤0.01%	483
2016 Q2	$96K	Hold	1,750	–	–	﹤0.01%	468
2016 Q1	$95K	Sell	1,750 -1,750	-50%	-$89.7K	﹤0.01%	463
2015 Q4	$176K	Sell	3,500 -194	-5%	-$10.1K	0.01%	390
2015 Q3	$192K	Buy	3,694 +194	+6%	+$10.3K	0.01%	388
2015 Q2	$192K	Sell	3,500 -3,500	-50%	-$194K	0.01%	426
2015 Q1	$382K	Buy	+7,000	New	+$389K	0.02%	315
2014 Q4	–	Sell	-7,000	Closed	-$411K	–	1004
2014 Q3	$411K	Hold	7,000	–	–	0.02%	293
2014 Q2	$434K	Hold	7,000	–	–	0.02%	288
2014 Q1	$421K	Sell	7,000 -240	-3%	-$14.1K	0.02%	278
2013 Q4	$423K	Hold	7,240	–	–	0.02%	280
2013 Q3	$431K	Hold	7,240	–	–	0.02%	295
2013 Q2	$417K	Buy	+7,240	New	+$445K	0.02%	301

Other funds holding WIP

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Evercore Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2018, closing a stake of 1,750 shares — an estimated $101K sold.

Evercore Wealth Management first reported a position in WIP in Q2 2013 and held it in 18 quarters. The position peaked at $434K in Q2 2014. 105 funds tracked by Wall St. Rank hold WIP as of Q1 2018.

Evercore Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,750 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2018, an estimated $101K.
Evercore Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $434K in Q2 2014.
105 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2018.

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