Advisor Group’s Equity One EQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-3,445
Closed -$106K 4935
2016
Q4
$106K Sell
3,445
-500
-13% -$14.6K ﹤0.01% 2024
2016
Q3
$121K Buy
3,945
+82
+2% +$2.59K ﹤0.01% 1873
2016
Q2
$122K Buy
+3,863
New +$113K ﹤0.01% 1780

Other funds holding EQY

Advisor Group's EQY Position: Q1 2017 in Review

Advisor Group sold out of Equity One (EQY) in Q1 2017, closing a stake of 3,445 shares — an estimated $106K sold.

Advisor Group first reported a position in EQY in Q2 2016 and held it in 3 quarters. The position peaked at $122K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Advisor Group reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Advisor Group sold 3,445 Equity One shares in Q1 2017, an estimated $106K.
  • Advisor Group first reported a position in Equity One in Q2 2016 and held it in 3 quarters.
  • Advisor Group's Equity One position peaked at $122K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.