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Evercore Wealth Management’s Cousins Properties CUZ Stock Holding History

Evercore Wealth Management’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,132
Closed -$33K – 1031
2016
Q3 		$33K Buy
+1,132
New +$34.2K ﹤0.01% 685

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's CUZ Position: Q4 2016 in Review

Evercore Wealth Management sold out of Cousins Properties (CUZ) in Q4 2016, closing a stake of 1,132 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in CUZ in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 241 funds tracked by Wall St. Rank hold CUZ as of Q4 2016.

  • Evercore Wealth Management reported no remaining Cousins Properties position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,132 Cousins Properties shares in Q4 2016, an estimated $33K.
  • Evercore Wealth Management first reported a position in Cousins Properties in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Cousins Properties position peaked at $33K in Q3 2016.
  • 241 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.