EWM
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Evercore Wealth Management’s Xerox XRX Stock Holding History

Evercore Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$15K – 820
2017
Q4 		$15K Hold
500
– – ﹤0.01% 766
2017
Q3 		$17K Hold
500
– – ﹤0.01% 736
2017
Q2 		$14K Hold
500
– – ﹤0.01% 775
2017
Q1 		$15K Sell
500
-639
-56% -$18.4K ﹤0.01% 790
2016
Q4 		$26K Sell
1,139
-362
-24% -$9.01K ﹤0.01% 717
2016
Q3 		$40K Hold
1,501
– – ﹤0.01% 647
2016
Q2 		$38K Buy
1,501
+362
+32% +$9.52K ﹤0.01% 633
2016
Q1 		$33K Sell
1,139
-4,483
-80% -$116K ﹤0.01% 644
2015
Q4 		$157K Buy
5,622
+4,483
+394% +$120K 0.01% 416
2015
Q3 		$29K Hold
1,139
– – ﹤0.01% 677
2015
Q2 		$32K Sell
1,139
-94
-8% -$2.91K ﹤0.01% 712
2015
Q1 		$42K Sell
1,233
-3,593
-74% -$127K ﹤0.01% 654
2014
Q4 		$176K Buy
4,826
+82
+2% +$2.89K 0.01% 382
2014
Q3 		$165K Sell
4,744
-566
-11% -$19.8K 0.01% 432
2014
Q2 		$174K Sell
5,310
-1,036
-16% -$32.9K 0.01% 412
2014
Q1 		$189K Buy
6,346
+28
+0.4% +$820 0.01% 385
2013
Q4 		$203K Buy
6,318
+300
+5% +$8.64K 0.01% 366
2013
Q3 		$163K Buy
6,018
+737
+14% +$19.4K 0.01% 415
2013
Q2 		$126K Buy
+5,281
New +$123K 0.01% 459

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return