AG
EQY

Aperio Group’s Equity One EQY Stock Holding History

Aperio Group’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
-23,287
Closed -$715K – 2202
2016
Q4 		$715K Sell
23,287
-4,268
-15% -$125K 0.01% 1306
2016
Q3 		$843K Buy
27,555
+2,441
+10% +$77K 0.01% 1185
2016
Q2 		$808K Buy
25,114
+1,326
+6% +$38.8K 0.01% 1166
2016
Q1 		$682K Buy
23,788
+6,206
+35% +$170K 0.01% 1218
2015
Q4 		$477K Buy
17,582
+6,718
+62% +$177K ﹤0.01% 1359
2015
Q3 		$264K Buy
+10,864
New +$265K ﹤0.01% 1629
2015
Q2 		– Sell
-8,664
Closed -$231K – 2058
2015
Q1 		$231K Buy
8,664
+419
+5% +$11.3K ﹤0.01% 1742
2014
Q4 		$209K Buy
+8,245
New +$197K ﹤0.01% 1717
2013
Q4 		– Hold
0
– – – 1770

Other funds holding EQY

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

Aperio Group's EQY Position: Q1 2017 in Review

Aperio Group sold out of Equity One (EQY) in Q1 2017, closing a stake of 23,287 shares — an estimated $715K sold.

Aperio Group first reported a position in EQY in Q4 2014 and held it in 8 quarters. The position peaked at $843K in Q3 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Aperio Group reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Aperio Group sold 23,287 Equity One shares in Q1 2017, an estimated $715K.
  • Aperio Group first reported a position in Equity One in Q4 2014 and held it in 8 quarters.
  • Aperio Group's Equity One position peaked at $843K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Aperio Group's 13F filing for Q1 2017, filed 5 May 2017.