EWM
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Evercore Wealth Management’s Dine Brands DIN Stock Holding History

Evercore Wealth Management’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-900
Closed -$70K – 1009
2014
Q1 		$70K Buy
+900
New +$72.8K ﹤0.01% 538

Other funds holding DIN

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's DIN Position: Q2 2014 in Review

Evercore Wealth Management sold out of Dine Brands (DIN) in Q2 2014, closing a stake of 900 shares — an estimated $70K sold.

Evercore Wealth Management first reported a position in DIN in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 157 funds tracked by Wall St. Rank hold DIN as of Q2 2014.

  • Evercore Wealth Management reported no remaining Dine Brands position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 900 Dine Brands shares in Q2 2014, an estimated $70K.
  • Evercore Wealth Management first reported a position in Dine Brands in Q1 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Dine Brands position peaked at $70K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held Dine Brands as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.