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B. Riley Wealth Advisors’s Equity Residential EQR Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-150
Closed -$11 – 982
2014
Q4 		$11 Buy
+150
New +$10.4K ﹤0.01% 2806

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Advisors's EQR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Equity Residential (EQR) in Q1 2015, closing a stake of 150 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in EQR in Q4 2014 and held it in 1 quarter. The position peaked at $11 in Q4 2014. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Equity Residential position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 150 Equity Residential shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in Equity Residential in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Equity Residential position peaked at $11 in Q4 2014.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.