Amica Retiree Medical Trust’s Equity One EQY Stock Holding History

Amica Retiree Medical Trust’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
2016 Q4	–	Sell	-1,771	Closed	-$54K	–	466
2016 Q3	$54K	Hold	1,771	–	–	0.05%	337
2016 Q2	$57K	Hold	1,771	–	–	0.05%	329
2016 Q1	$51K	Hold	1,771	–	–	0.04%	336
2015 Q4	$48K	Hold	1,771	–	–	0.04%	337
2015 Q3	$43K	Buy	1,771 +900	+103%	+$21.9K	0.04%	324
2015 Q2	$20K	Hold	871	–	–	0.02%	377
2015 Q1	$23K	Hold	871	–	–	0.02%	357
2014 Q4	$22K	Hold	871	–	–	0.02%	357
2014 Q3	$19K	Sell	871 -329	-27%	-$7.66K	0.02%	364
2014 Q2	$28K	Hold	1,200	–	–	0.02%	345
2014 Q1	$27K	Hold	1,200	–	–	0.02%	337
2013 Q4	$27K	Buy	+1,200	New	+$27.3K	0.02%	337

Other funds holding EQY

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

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

Amica Retiree Medical Trust's EQY Position: Q4 2016 in Review

Amica Retiree Medical Trust sold out of Equity One (EQY) in Q4 2016, closing a stake of 1,771 shares — an estimated $54K sold.

Amica Retiree Medical Trust first reported a position in EQY in Q4 2013 and held it in 12 quarters. The position peaked at $57K in Q2 2016. 213 funds tracked by Wall St. Rank hold EQY as of Q4 2016.

Amica Retiree Medical Trust reported no remaining Equity One position as of Q4 2016 after selling out during the quarter.
Amica Retiree Medical Trust sold 1,771 Equity One shares in Q4 2016, an estimated $54K.
Amica Retiree Medical Trust first reported a position in Equity One in Q4 2013 and held it in 12 quarters.
Amica Retiree Medical Trust's Equity One position peaked at $57K in Q2 2016.
213 funds tracked by Wall St. Rank held Equity One as of Q4 2016.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2016, filed 30 Jan 2017.