AIM
EQY

Ada Investment Management’s Equity One EQY Stock Holding History

Ada Investment Management’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,688
Closed -$303K – 624
2015
Q3 		$303K Buy
12,688
+806
+7% +$19.6K 0.16% 256
2015
Q2 		$277K Buy
+11,882
New +$298K 0.35% 128

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Ada Investment Management's EQY Position: Q4 2015 in Review

Ada Investment Management sold out of Equity One (EQY) in Q4 2015, closing a stake of 12,688 shares — an estimated $303K sold.

Ada Investment Management first reported a position in EQY in Q2 2015 and held it in 2 quarters. The position peaked at $303K in Q3 2015. 185 funds tracked by Wall St. Rank hold EQY as of Q4 2015.

  • Ada Investment Management reported no remaining Equity One position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 12,688 Equity One shares in Q4 2015, an estimated $303K.
  • Ada Investment Management first reported a position in Equity One in Q2 2015 and held it in 2 quarters.
  • Ada Investment Management's Equity One position peaked at $303K in Q3 2015.
  • 185 funds tracked by Wall St. Rank held Equity One as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.