EWM
BPY

Evercore Wealth Management’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Evercore Wealth Management’s Portfolio BPY Stock Details BPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,000
Closed -$22K – 858
2017
Q4 		$22K Hold
1,000
– – ﹤0.01% 718
2017
Q3 		$23K Buy
+1,000
New +$23.6K ﹤0.01% 695

Other funds holding BPY

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Evercore Wealth Management's BPY Position: Q1 2018 in Review

Evercore Wealth Management sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q1 2018, closing a stake of 1,000 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in BPY in Q3 2017 and held it in 2 quarters. The position peaked at $23K in Q3 2017. 114 funds tracked by Wall St. Rank hold BPY as of Q1 2018.

  • Evercore Wealth Management reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Brookfield Property Partners L.P. Limited Partnership Units shares in Q1 2018, an estimated $22K.
  • Evercore Wealth Management first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q3 2017 and held it in 2 quarters.
  • Evercore Wealth Management's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $23K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.