EWM
HME

Evercore Wealth Management’s HOME PROPERTIES, INC HME Stock Holding History

Evercore Wealth Management’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-160
Closed -$12K – 1105
2015
Q2 		$12K Buy
+160
New +$11.6K ﹤0.01% 879

Other funds holding HME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evercore Wealth Management sold out of HOME PROPERTIES, INC (HME) in Q3 2015, closing a stake of 160 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in HME in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 286 funds tracked by Wall St. Rank hold HME as of Q3 2015.

  • Evercore Wealth Management reported no remaining HOME PROPERTIES, INC position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 160 HOME PROPERTIES, INC shares in Q3 2015, an estimated $12K.
  • Evercore Wealth Management first reported a position in HOME PROPERTIES, INC in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's HOME PROPERTIES, INC position peaked at $12K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q3 2015.

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