EWM
BMR

Evercore Wealth Management’s BIOMED REALTY TRUST INC BMR Stock Holding History

Evercore Wealth Management’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-493
Closed -$10K – 1100
2015
Q2 		$10K Buy
+493
New +$10.2K ﹤0.01% 920

Other funds holding BMR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Evercore Wealth Management sold out of BIOMED REALTY TRUST INC (BMR) in Q3 2015, closing a stake of 493 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in BMR in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 283 funds tracked by Wall St. Rank hold BMR as of Q3 2015.

  • Evercore Wealth Management reported no remaining BIOMED REALTY TRUST INC position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 493 BIOMED REALTY TRUST INC shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in BIOMED REALTY TRUST INC in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's BIOMED REALTY TRUST INC position peaked at $10K in Q2 2015.
  • 283 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q3 2015.

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