ACM
EQR icon

Avalon Capital Management’s Equity Residential EQR Stock Holding History

Avalon Capital Management’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-14,861
Closed -$862K – 97
2014
Q1 		$862K Sell
14,861
-4,485
-23% -$253K 0.7% 56
2013
Q4 		$1M Buy
+19,346
New +$1.02M 0.85% 39

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Avalon Capital Management's EQR Position: Q2 2014 in Review

Avalon Capital Management sold out of Equity Residential (EQR) in Q2 2014, closing a stake of 14,861 shares — an estimated $862K sold.

Avalon Capital Management first reported a position in EQR in Q4 2013 and held it in 2 quarters. The position peaked at $1M in Q4 2013. 436 funds tracked by Wall St. Rank hold EQR as of Q2 2014.

  • Avalon Capital Management reported no remaining Equity Residential position as of Q2 2014 after selling out during the quarter.
  • Avalon Capital Management sold 14,861 Equity Residential shares in Q2 2014, an estimated $862K.
  • Avalon Capital Management first reported a position in Equity Residential in Q4 2013 and held it in 2 quarters.
  • Avalon Capital Management's Equity Residential position peaked at $1M in Q4 2013.
  • 436 funds tracked by Wall St. Rank held Equity Residential as of Q2 2014.

Based on Avalon Capital Management's 13F filing for Q2 2014, filed 12 Aug 2014.