Evercore Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,000	Closed	-$219K	–	437
2018 Q2	$219K	Hold	10,000	–	–	0.01%	374
2018 Q1	$230K	Hold	10,000	–	–	0.01%	328
2017 Q4	$253K	Hold	10,000	–	–	0.01%	328
2017 Q3	$230K	Hold	10,000	–	–	0.01%	344
2017 Q2	$218K	Hold	10,000	–	–	0.01%	351
2017 Q1	$229K	Hold	10,000	–	–	0.01%	346
2016 Q4	$228K	Hold	10,000	–	–	0.01%	341
2016 Q3	$222K	Buy	+10,000	New	+$219K	0.01%	355

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Evercore Wealth Management's NXDT Position: Q3 2018 in Review

Evercore Wealth Management sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2018, closing a stake of 10,000 shares — an estimated $219K sold.

Evercore Wealth Management first reported a position in NXDT in Q3 2016 and held it in 8 quarters. The position peaked at $253K in Q4 2017. 59 funds tracked by Wall St. Rank hold NXDT as of Q3 2018.

Evercore Wealth Management reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,000 NexPoint Diversified Real Estate Trust shares in Q3 2018, an estimated $219K.
Evercore Wealth Management first reported a position in NexPoint Diversified Real Estate Trust in Q3 2016 and held it in 8 quarters.
Evercore Wealth Management's NexPoint Diversified Real Estate Trust position peaked at $253K in Q4 2017.
59 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.