EWM
AWP

Evercore Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Evercore Wealth Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-172
Closed -$3K – 943
2015
Q4 		$3K Buy
+172
New +$3.05K ﹤0.01% 957

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Evercore Wealth Management's AWP Position: Q1 2016 in Review

Evercore Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2016, closing a stake of 172 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in AWP in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 79 funds tracked by Wall St. Rank hold AWP as of Q1 2016.

  • Evercore Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 172 abrdn Global Premier Properties Fund shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's abrdn Global Premier Properties Fund position peaked at $3K in Q4 2015.
  • 79 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.