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Evercore Wealth Management’s EastGroup Properties EGP Stock Holding History

Evercore Wealth Management’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-167
Closed -$9K – 972
2015
Q2 		$9K Buy
+167
New +$9.69K ﹤0.01% 924

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Evercore Wealth Management's EGP Position: Q3 2015 in Review

Evercore Wealth Management sold out of EastGroup Properties (EGP) in Q3 2015, closing a stake of 167 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in EGP in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 208 funds tracked by Wall St. Rank hold EGP as of Q3 2015.

  • Evercore Wealth Management reported no remaining EastGroup Properties position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 167 EastGroup Properties shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in EastGroup Properties in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's EastGroup Properties position peaked at $9K in Q2 2015.
  • 208 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.