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Evercore Wealth Management’s Camden Property Trust CPT Stock Holding History

Evercore Wealth Management’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-140
Closed -$10K – 964
2015
Q2 		$10K Buy
+140
New +$10.6K ﹤0.01% 899

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evercore Wealth Management sold out of Camden Property Trust (CPT) in Q3 2015, closing a stake of 140 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in CPT in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 334 funds tracked by Wall St. Rank hold CPT as of Q3 2015.

  • Evercore Wealth Management reported no remaining Camden Property Trust position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 140 Camden Property Trust shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in Camden Property Trust in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Camden Property Trust position peaked at $10K in Q2 2015.
  • 334 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2015.

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