BRWA
EQY

B. Riley Wealth Advisors’s Equity One EQY Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-448
Closed -$11 – 2487
2014
Q4 		$11 Buy
+448
New +$10.7K ﹤0.01% 2842
2014
Q3 		– Sell
-504
Closed -$11.9K – 2296
2014
Q2 		$11.9K Buy
+504
New +$11.5K ﹤0.01% 1706

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Equity One (EQY) in Q1 2015, closing a stake of 448 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in EQY in Q2 2014 and held it in 2 quarters. The position peaked at $11.9K in Q2 2014. 182 funds tracked by Wall St. Rank hold EQY as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Equity One position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 448 Equity One shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in Equity One in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Equity One position peaked at $11.9K in Q2 2014.
  • 182 funds tracked by Wall St. Rank held Equity One as of Q1 2015.

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