EWM
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Evercore Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Evercore Wealth Management’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,234
Closed -$23K – 1031
2016
Q2 		$23K Buy
+1,234
New +$23.2K ﹤0.01% 726

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

Evercore Wealth Management sold out of Empire State Realty Trust (ESRT) in Q3 2016, closing a stake of 1,234 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in ESRT in Q2 2016 and held it in 1 quarter. The position peaked at $23K in Q2 2016. 187 funds tracked by Wall St. Rank hold ESRT as of Q3 2016.

  • Evercore Wealth Management reported no remaining Empire State Realty Trust position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,234 Empire State Realty Trust shares in Q3 2016, an estimated $23K.
  • Evercore Wealth Management first reported a position in Empire State Realty Trust in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Empire State Realty Trust position peaked at $23K in Q2 2016.
  • 187 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2016.

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