EWM
FSP

Evercore Wealth Management’s Franklin Street Properties FSP Stock Holding History

Evercore Wealth Management’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-209
Closed -$2K – 897
2013
Q3 		$2K Buy
+209
New +$2.72K ﹤0.01% 952

Other funds holding FSP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's FSP Position: Q4 2013 in Review

Evercore Wealth Management sold out of Franklin Street Properties (FSP) in Q4 2013, closing a stake of 209 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in FSP in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 178 funds tracked by Wall St. Rank hold FSP as of Q4 2013.

  • Evercore Wealth Management reported no remaining Franklin Street Properties position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 209 Franklin Street Properties shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in Franklin Street Properties in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Franklin Street Properties position peaked at $2K in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Franklin Street Properties as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.