Evercore Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,000	Closed	-$99K	–	857
2017 Q4	$99K	Hold	3,000	–	–	﹤0.01%	465
2017 Q3	$95K	Hold	3,000	–	–	﹤0.01%	475
2017 Q2	$90K	Hold	3,000	–	–	﹤0.01%	490
2017 Q1	$100K	Sell	3,000 -1,500	-33%	-$52.4K	﹤0.01%	486
2016 Q4	$161K	Buy	4,500 +1,500	+50%	+$53.9K	0.01%	414
2016 Q3	$117K	Hold	3,000	–	–	﹤0.01%	457
2016 Q2	$122K	Hold	3,000	–	–	0.01%	431
2016 Q1	$113K	Hold	3,000	–	–	0.01%	434
2015 Q4	$104K	Hold	3,000	–	–	﹤0.01%	470
2015 Q3	$99K	Sell	3,000 -273	-8%	-$9.14K	﹤0.01%	485
2015 Q2	$107K	Buy	3,273 +273	+9%	+$9.25K	﹤0.01%	508
2015 Q1	$108K	Hold	3,000	–	–	0.01%	514
2014 Q4	$105K	Hold	3,000	–	–	0.01%	459
2014 Q3	$95K	Hold	3,000	–	–	﹤0.01%	520
2014 Q2	$99K	Hold	3,000	–	–	0.01%	515
2014 Q1	$90K	Buy	+3,000	New	+$88.6K	0.01%	502

Other funds holding WRI

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Evercore Wealth Management sold out of Weingarten Realty Investors (WRI) in Q1 2018, closing a stake of 3,000 shares — an estimated $99K sold.

Evercore Wealth Management first reported a position in WRI in Q1 2014 and held it in 16 quarters. The position peaked at $161K in Q4 2016. 280 funds tracked by Wall St. Rank hold WRI as of Q1 2018.

Evercore Wealth Management reported no remaining Weingarten Realty Investors position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 Weingarten Realty Investors shares in Q1 2018, an estimated $99K.
Evercore Wealth Management first reported a position in Weingarten Realty Investors in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Weingarten Realty Investors position peaked at $161K in Q4 2016.
280 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2018.

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