EWM
TPH

Evercore Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Evercore Wealth Management’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-313
Closed -$6K – 748
2017
Q4 		$6K Hold
313
– – ﹤0.01% 850
2017
Q3 		$4K Buy
+313
New +$4.16K ﹤0.01% 858
2014
Q3 		– Sell
-1,800
Closed -$28K – 994
2014
Q2 		$28K Hold
1,800
– – ﹤0.01% 691
2014
Q1 		$29K Buy
+1,800
New +$31.6K ﹤0.01% 681

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

Evercore Wealth Management sold out of Tri Pointe Homes (TPH) in Q1 2018, closing a stake of 313 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in TPH in Q1 2014 and held it in 4 quarters. The position peaked at $29K in Q1 2014. 255 funds tracked by Wall St. Rank hold TPH as of Q1 2018.

  • Evercore Wealth Management reported no remaining Tri Pointe Homes position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 313 Tri Pointe Homes shares in Q1 2018, an estimated $6K.
  • Evercore Wealth Management first reported a position in Tri Pointe Homes in Q1 2014 and held it in 4 quarters.
  • Evercore Wealth Management's Tri Pointe Homes position peaked at $29K in Q1 2014.
  • 255 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2018.

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