EWM
Y

Evercore Wealth Management’s Alleghany Corp Y Stock Holding History

Evercore Wealth Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,711
Closed -$898K – 1110
2016
Q3 		$898K Hold
1,711
– – 0.04% 189
2016
Q2 		$940K Hold
1,711
– – 0.04% 176
2016
Q1 		$849K Hold
1,711
– – 0.04% 188
2015
Q4 		$818K Hold
1,711
– – 0.04% 201
2015
Q3 		$801K Hold
1,711
– – 0.04% 200
2015
Q2 		$802K Hold
1,711
– – 0.04% 221
2015
Q1 		$833K Hold
1,711
– – 0.04% 208
2014
Q4 		$793K Hold
1,711
– – 0.04% 191
2014
Q3 		$715K Sell
1,711
-44
-3% -$18.8K 0.04% 220
2014
Q2 		$769K Hold
1,755
– – 0.04% 218
2014
Q1 		$715K Sell
1,755
-35
-2% -$13.6K 0.04% 211
2013
Q4 		$716K Hold
1,790
– – 0.04% 222
2013
Q3 		$733K Hold
1,790
– – 0.04% 235
2013
Q2 		$686K Buy
+1,790
New +$694K 0.04% 245

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BIT
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