Evercore Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,365	Closed	-$28K	–	1006
2017 Q1	$28K	Hold	1,365	–	–	﹤0.01%	698
2016 Q4	$26K	Buy	1,365 +245	+22%	+$5.05K	﹤0.01%	714
2016 Q3	$26K	Hold	1,120	–	–	﹤0.01%	728
2016 Q2	$24K	Buy	1,120 +360	+47%	+$7.23K	﹤0.01%	721
2016 Q1	$15K	Hold	760	–	–	﹤0.01%	763
2015 Q4	$14K	Buy	+760	New	+$13.4K	﹤0.01%	816

Other funds holding HASI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

GIM

GCA Investment Management New York $67.5M AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Evercore Wealth Management's HASI Position: Q2 2017 in Review

Evercore Wealth Management sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2017, closing a stake of 1,365 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in HASI in Q4 2015 and held it in 6 quarters. The position peaked at $28K in Q1 2017. 166 funds tracked by Wall St. Rank hold HASI as of Q2 2017.

Evercore Wealth Management reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,365 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2017, an estimated $28K.
Evercore Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2015 and held it in 6 quarters.
Evercore Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $28K in Q1 2017.
166 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.