Evercore Wealth Management’s Douglas Emmett DEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-350	Closed	-$13K	–	916
2017 Q2	$13K	Buy	+350	New	+$13.5K	﹤0.01%	784
2015 Q3	–	Sell	-367	Closed	-$10K	–	969
2015 Q2	$10K	Buy	+367	New	+$10.6K	﹤0.01%	900

Other funds holding DEI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evercore Wealth Management's DEI Position: Q3 2017 in Review

Evercore Wealth Management sold out of Douglas Emmett (DEI) in Q3 2017, closing a stake of 350 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in DEI in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 241 funds tracked by Wall St. Rank hold DEI as of Q3 2017.

Evercore Wealth Management reported no remaining Douglas Emmett position as of Q3 2017 after selling out during the quarter.
Evercore Wealth Management sold 350 Douglas Emmett shares in Q3 2017, an estimated $13K.
Evercore Wealth Management first reported a position in Douglas Emmett in Q2 2015 and held it in 2 quarters.
Evercore Wealth Management's Douglas Emmett position peaked at $13K in Q2 2017.
241 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.