Evercore Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Evercore Wealth Management’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,000	Closed	-$559K	–	378
2020 Q1	$559K	Buy	30,000 +10,000	+50%	+$340K	0.02%	229
2019 Q4	$744K	Hold	20,000	–	–	0.02%	237
2019 Q3	$717K	Hold	20,000	–	–	0.02%	241
2019 Q2	$712K	Buy	+20,000	New	+$712K	0.02%	237
2018 Q1	–	Sell	-1,050	Closed	-$34K	–	409
2017 Q4	$34K	Hold	1,050	–	–	﹤0.01%	635
2017 Q3	$33K	Sell	1,050 -575	-35%	-$17.9K	﹤0.01%	625
2017 Q2	$51K	Buy	1,625 +575	+55%	+$17.9K	﹤0.01%	569
2017 Q1	$33K	Hold	1,050	–	–	﹤0.01%	671
2016 Q4	$32K	Hold	1,050	–	–	﹤0.01%	684
2016 Q3	$31K	Hold	1,050	–	–	﹤0.01%	700
2016 Q2	$29K	Hold	1,050	–	–	﹤0.01%	692
2016 Q1	$28K	Buy	+1,050	New	+$26.5K	﹤0.01%	671

Other funds holding BXMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evercore Wealth Management's BXMT Position: Q2 2020 in Review

Evercore Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2020, closing a stake of 30,000 shares — an estimated $559K sold.

Evercore Wealth Management first reported a position in BXMT in Q1 2016 and held it in 12 quarters. The position peaked at $744K in Q4 2019. 293 funds tracked by Wall St. Rank hold BXMT as of Q2 2020.

Evercore Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 30,000 Blackstone Mortgage Trust shares in Q2 2020, an estimated $559K.
Evercore Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2016 and held it in 12 quarters.
Evercore Wealth Management's Blackstone Mortgage Trust position peaked at $744K in Q4 2019.
293 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.