Evercore Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$32K	–	865
2017 Q4	$32K	Sell	500 -500	-50%	-$29.2K	﹤0.01%	646
2017 Q3	$53K	Sell	1,000 -265	-21%	-$14.1K	﹤0.01%	568
2017 Q2	$70K	Buy	1,265 +265	+27%	+$14.8K	﹤0.01%	533
2017 Q1	$55K	Hold	1,000	–	–	﹤0.01%	586
2016 Q4	$52K	Hold	1,000	–	–	﹤0.01%	600
2016 Q3	$52K	Sell	1,000 -400	-29%	-$19K	﹤0.01%	591
2016 Q2	$61K	Hold	1,400	–	–	﹤0.01%	542
2016 Q1	$66K	Sell	1,400 -610	-30%	-$26.2K	﹤0.01%	520
2015 Q4	$86K	Buy	2,010 +610	+44%	+$25.6K	﹤0.01%	498
2015 Q3	$69K	Sell	1,400 -550	-28%	-$28.5K	﹤0.01%	544
2015 Q2	$108K	Hold	1,950	–	–	﹤0.01%	507
2015 Q1	$93K	Buy	1,950 +900	+86%	+$41.8K	﹤0.01%	539
2014 Q4	$44K	Buy	1,050 +500	+91%	+$22.9K	﹤0.01%	565
2014 Q3	$25K	Hold	550	–	–	﹤0.01%	706
2014 Q2	$25K	Hold	550	–	–	﹤0.01%	708
2014 Q1	$28K	Buy	+550	New	+$27.1K	﹤0.01%	693

Other funds holding DNKN

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Evercore Wealth Management's DNKN Position: Q1 2018 in Review

Evercore Wealth Management sold out of Dunkin' Brands Group, Inc. (DNKN) in Q1 2018, closing a stake of 500 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in DNKN in Q1 2014 and held it in 16 quarters. The position peaked at $108K in Q2 2015. 367 funds tracked by Wall St. Rank hold DNKN as of Q1 2018.

Evercore Wealth Management reported no remaining Dunkin' Brands Group, Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Dunkin' Brands Group, Inc. shares in Q1 2018, an estimated $32K.
Evercore Wealth Management first reported a position in Dunkin' Brands Group, Inc. in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Dunkin' Brands Group, Inc. position peaked at $108K in Q2 2015.
367 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.