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Evercore Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Evercore Wealth Management’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-227
Closed -$7K – 949
2015
Q2 		$7K Buy
+227
New +$7.16K ﹤0.01% 954
2013
Q4 		– Sell
-224
Closed -$6K – 845
2013
Q3 		$6K Buy
+224
New +$5.59K ﹤0.01% 810

Other funds holding AKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's AKR Position: Q3 2015 in Review

Evercore Wealth Management sold out of Acadia Realty Trust (AKR) in Q3 2015, closing a stake of 227 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in AKR in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q2 2015. 168 funds tracked by Wall St. Rank hold AKR as of Q3 2015.

  • Evercore Wealth Management reported no remaining Acadia Realty Trust position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 227 Acadia Realty Trust shares in Q3 2015, an estimated $7K.
  • Evercore Wealth Management first reported a position in Acadia Realty Trust in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Acadia Realty Trust position peaked at $7K in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.