Evercore Wealth Management’s JBG SMITH JBGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-776	Closed	-$27K	–	576
2017 Q4	$27K	Hold	776	–	–	﹤0.01%	672
2017 Q3	$27K	Buy	+776	New	+$26.3K	﹤0.01%	653

Other funds holding JBGS

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

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

Norges Bank Oslo, Norway $1T AUM

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

Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's JBGS Position: Q1 2018 in Review

Evercore Wealth Management sold out of JBG SMITH (JBGS) in Q1 2018, closing a stake of 776 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in JBGS in Q3 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 276 funds tracked by Wall St. Rank hold JBGS as of Q1 2018.

Evercore Wealth Management reported no remaining JBG SMITH position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 776 JBG SMITH shares in Q1 2018, an estimated $27K.
Evercore Wealth Management first reported a position in JBG SMITH in Q3 2017 and held it in 2 quarters.
Evercore Wealth Management's JBG SMITH position peaked at $27K in Q4 2017.
276 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.