EWM
DVAX

Evercore Wealth Management’s Dynavax Technologies DVAX Stock Holding History

Evercore Wealth Management’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,085
Closed -$16K – 1028
2016
Q2 		$16K Buy
+1,085
New +$18.5K ﹤0.01% 790

Other funds holding DVAX

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evercore Wealth Management's DVAX Position: Q3 2016 in Review

Evercore Wealth Management sold out of Dynavax Technologies (DVAX) in Q3 2016, closing a stake of 1,085 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in DVAX in Q2 2016 and held it in 1 quarter. The position peaked at $16K in Q2 2016. 122 funds tracked by Wall St. Rank hold DVAX as of Q3 2016.

  • Evercore Wealth Management reported no remaining Dynavax Technologies position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,085 Dynavax Technologies shares in Q3 2016, an estimated $16K.
  • Evercore Wealth Management first reported a position in Dynavax Technologies in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Dynavax Technologies position peaked at $16K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held Dynavax Technologies as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.