Evercore Wealth Management’s Diversicare Healthcare Services Inc DVCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,000	Closed	-$50K	–	883
2017 Q4	$50K	Hold	5,000	–	–	﹤0.01%	582
2017 Q3	$58K	Hold	5,000	–	–	﹤0.01%	557
2017 Q2	$46K	Hold	5,000	–	–	﹤0.01%	588
2017 Q1	$52K	Hold	5,000	–	–	﹤0.01%	594
2016 Q4	$52K	Hold	5,000	–	–	﹤0.01%	601
2016 Q3	$50K	Buy	+5,000	New	+$42K	﹤0.01%	600

Other funds holding DVCR

Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Evercore Wealth Management sold out of Diversicare Healthcare Services Inc (DVCR) in Q1 2018, closing a stake of 5,000 shares — an estimated $50K sold.

Evercore Wealth Management first reported a position in DVCR in Q3 2016 and held it in 6 quarters. The position peaked at $58K in Q3 2017. 16 funds tracked by Wall St. Rank hold DVCR as of Q1 2018.

Evercore Wealth Management reported no remaining Diversicare Healthcare Services Inc position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 5,000 Diversicare Healthcare Services Inc shares in Q1 2018, an estimated $50K.
Evercore Wealth Management first reported a position in Diversicare Healthcare Services Inc in Q3 2016 and held it in 6 quarters.
Evercore Wealth Management's Diversicare Healthcare Services Inc position peaked at $58K in Q3 2017.
16 funds tracked by Wall St. Rank held Diversicare Healthcare Services Inc as of Q1 2018.

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