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

Other funds holding Y

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's Y Position: Q4 2016 in Review

Evercore Wealth Management sold out of Alleghany Corp (Y) in Q4 2016, closing a stake of 1,711 shares — an estimated $898K sold.

Evercore Wealth Management first reported a position in Y in Q2 2013 and held it in 14 quarters. The position peaked at $940K in Q2 2016. 359 funds tracked by Wall St. Rank hold Y as of Q4 2016.

Evercore Wealth Management reported no remaining Alleghany Corp position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,711 Alleghany Corp shares in Q4 2016, an estimated $898K.
Evercore Wealth Management first reported a position in Alleghany Corp in Q2 2013 and held it in 14 quarters.
Evercore Wealth Management's Alleghany Corp position peaked at $940K in Q2 2016.
359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.