Evercore Wealth Management’s NNN REIT NNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,000	Closed	-$214K	–	394
2019 Q4	$214K	Hold	4,000	–	–	0.01%	382
2019 Q3	$226K	Hold	4,000	–	–	0.01%	370
2019 Q2	$212K	Hold	4,000	–	–	0.01%	395
2019 Q1	$222K	Buy	+4,000	New	+$207K	0.01%	383
2018 Q1	–	Sell	-4,000	Closed	-$173K	–	649
2017 Q4	$173K	Hold	4,000	–	–	0.01%	384
2017 Q3	$167K	Hold	4,000	–	–	0.01%	388
2017 Q2	$156K	Hold	4,000	–	–	0.01%	400
2017 Q1	$174K	Hold	4,000	–	–	0.01%	393
2016 Q4	$177K	Hold	4,000	–	–	0.01%	395
2016 Q3	$203K	Hold	4,000	–	–	0.01%	371
2016 Q2	$207K	Hold	4,000	–	–	0.01%	354
2016 Q1	$185K	Hold	4,000	–	–	0.01%	372
2015 Q4	$160K	Hold	4,000	–	–	0.01%	410
2015 Q3	$145K	Hold	4,000	–	–	0.01%	435
2015 Q2	$140K	Hold	4,000	–	–	0.01%	478
2015 Q1	$164K	Hold	4,000	–	–	0.01%	452
2014 Q4	$157K	Hold	4,000	–	–	0.01%	395
2014 Q3	$138K	Hold	4,000	–	–	0.01%	462
2014 Q2	$149K	Hold	4,000	–	–	0.01%	443
2014 Q1	$137K	Hold	4,000	–	–	0.01%	426
2013 Q4	$121K	Hold	4,000	–	–	0.01%	427
2013 Q3	$127K	Hold	4,000	–	–	0.01%	454
2013 Q2	$138K	Buy	+4,000	New	+$150K	0.01%	443

Other funds holding NNN

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Evercore Wealth Management's NNN Position: Q1 2020 in Review

Evercore Wealth Management sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 4,000 shares — an estimated $214K sold.

Evercore Wealth Management first reported a position in NNN in Q2 2013 and held it in 23 quarters. The position peaked at $226K in Q3 2019. 378 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

Evercore Wealth Management reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 4,000 NNN REIT shares in Q1 2020, an estimated $214K.
Evercore Wealth Management first reported a position in NNN REIT in Q2 2013 and held it in 23 quarters.
Evercore Wealth Management's NNN REIT position peaked at $226K in Q3 2019.
378 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.