Evercore Wealth Management’s Urban Edge Properties UE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-776	Closed	-$20K	–	763
2017 Q4	$20K	Hold	776	–	–	﹤0.01%	733
2017 Q3	$19K	Hold	776	–	–	﹤0.01%	724
2017 Q2	$18K	Hold	776	–	–	﹤0.01%	741
2017 Q1	$20K	Sell	776 -172	-18%	-$4.7K	﹤0.01%	752
2016 Q4	$26K	Buy	948 +172	+22%	+$4.56K	﹤0.01%	715
2016 Q3	$22K	Hold	776	–	–	﹤0.01%	758
2016 Q2	$23K	Hold	776	–	–	﹤0.01%	728
2016 Q1	$20K	Hold	776	–	–	﹤0.01%	726
2015 Q4	$18K	Hold	776	–	–	﹤0.01%	782
2015 Q3	$17K	Hold	776	–	–	﹤0.01%	773
2015 Q2	$16K	Hold	776	–	–	﹤0.01%	834
2015 Q1	$18K	Buy	+776	New	+$18.6K	﹤0.01%	802

Other funds holding UE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Evercore Wealth Management sold out of Urban Edge Properties (UE) in Q1 2018, closing a stake of 776 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in UE in Q1 2015 and held it in 12 quarters. The position peaked at $26K in Q4 2016. 210 funds tracked by Wall St. Rank hold UE as of Q1 2018.

Evercore Wealth Management reported no remaining Urban Edge Properties position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 776 Urban Edge Properties shares in Q1 2018, an estimated $20K.
Evercore Wealth Management first reported a position in Urban Edge Properties in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Urban Edge Properties position peaked at $26K in Q4 2016.
210 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2018.

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