EWM
HOUS

Evercore Wealth Management’s Anywhere Real Estate HOUS Stock Holding History

Evercore Wealth Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-250
Closed -$7K – 1037
2016
Q2 		$7K Hold
250
– – ﹤0.01% 881
2016
Q1 		$9K Hold
250
– – ﹤0.01% 814
2015
Q4 		$9K Hold
250
– – ﹤0.01% 863
2015
Q3 		$9K Hold
250
– – ﹤0.01% 849
2015
Q2 		$12K Hold
250
– – ﹤0.01% 870
2015
Q1 		$11K Hold
250
– – ﹤0.01% 857
2014
Q4 		$11K Hold
250
– – ﹤0.01% 732
2014
Q3 		$9K Hold
250
– – ﹤0.01% 825
2014
Q2 		$9K Hold
250
– – ﹤0.01% 849
2014
Q1 		$11K Hold
250
– – ﹤0.01% 816
2013
Q4 		$12K Buy
+250
New +$11.3K ﹤0.01% 745

Other funds holding HOUS

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

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

Evercore Wealth Management sold out of Anywhere Real Estate (HOUS) in Q3 2016, closing a stake of 250 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in HOUS in Q4 2013 and held it in 11 quarters. The position peaked at $12K in Q2 2015. 262 funds tracked by Wall St. Rank hold HOUS as of Q3 2016.

  • Evercore Wealth Management reported no remaining Anywhere Real Estate position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 250 Anywhere Real Estate shares in Q3 2016, an estimated $7K.
  • Evercore Wealth Management first reported a position in Anywhere Real Estate in Q4 2013 and held it in 11 quarters.
  • Evercore Wealth Management's Anywhere Real Estate position peaked at $12K in Q2 2015.
  • 262 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q3 2016.

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