EWM
PSB

Evercore Wealth Management’s PS Business Parks, Inc. PSB Stock Holding History

Evercore Wealth Management’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-128
Closed -$9K – 1072
2015
Q2 		$9K Buy
+128
New +$9.77K ﹤0.01% 937

Other funds holding PSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evercore Wealth Management sold out of PS Business Parks, Inc. (PSB) in Q3 2015, closing a stake of 128 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in PSB in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 160 funds tracked by Wall St. Rank hold PSB as of Q3 2015.

  • Evercore Wealth Management reported no remaining PS Business Parks, Inc. position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 128 PS Business Parks, Inc. shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in PS Business Parks, Inc. in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's PS Business Parks, Inc. position peaked at $9K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q3 2015.

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