Advisors Asset Management’s Equity One EQY Stock Holding History

Advisors Asset 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
2017 Q1	–	Sell	-2,200	Closed	-$68K	–	1851
2016 Q4	$68K	Hold	2,200	–	–	﹤0.01%	1622
2016 Q3	$67K	Sell	2,200 -200	-8%	-$6.31K	﹤0.01%	1603
2016 Q2	$77K	Hold	2,400	–	–	﹤0.01%	1572
2016 Q1	$69K	Buy	2,400 +400	+20%	+$11K	﹤0.01%	1558
2015 Q4	$54K	Sell	2,000 -200	-9%	-$5.28K	﹤0.01%	1701
2015 Q3	$54K	Sell	2,200 -100	-4%	-$2.44K	﹤0.01%	1691
2015 Q2	$54K	Hold	2,300	–	–	﹤0.01%	1699
2015 Q1	$61K	Buy	2,300 +100	+5%	+$2.69K	﹤0.01%	1657
2014 Q4	$56K	Hold	2,200	–	–	﹤0.01%	1654
2014 Q3	$48K	Buy	2,200 +300	+16%	+$6.99K	﹤0.01%	1650
2014 Q2	$45K	Sell	1,900 -100	-5%	-$2.28K	﹤0.01%	1687
2014 Q1	$45K	Hold	2,000	–	–	﹤0.01%	1659
2013 Q4	$45K	Buy	2,000 +100	+5%	+$2.28K	﹤0.01%	1644
2013 Q3	$42K	Sell	1,900 -100	-5%	-$2.25K	﹤0.01%	1642
2013 Q2	$45K	Buy	+2,000	New	+$48.7K	﹤0.01%	1568

Other funds holding EQY

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Advisors Asset Management's EQY Position: Q1 2017 in Review

Advisors Asset Management sold out of Equity One (EQY) in Q1 2017, closing a stake of 2,200 shares — an estimated $68K sold.

Advisors Asset Management first reported a position in EQY in Q2 2013 and held it in 15 quarters. The position peaked at $77K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

Advisors Asset Management reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
Advisors Asset Management sold 2,200 Equity One shares in Q1 2017, an estimated $68K.
Advisors Asset Management first reported a position in Equity One in Q2 2013 and held it in 15 quarters.
Advisors Asset Management's Equity One position peaked at $77K in Q2 2016.
1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Advisors Asset Management's 13F filing for Q1 2017, filed 2 May 2017.